Kurt Stahl has been an investment adviser representative at Global Wealth Management Investment Advisory since August 2025, and is not listed among the firm’s executive officers or direct owners. Kurt Stahl holds a Bachelor of Arts in Economics from the University of Virginia.
Global Wealth Management Investment Advisory, Inc. is a Fort Lauderdale, FL firm with $723M under management, 1,667 clients and 10 advisers across 5 offices, as of its March 2026 filing.
Kurt Stahl is Wealth Advisor of Global Wealth Management. He has more than 25 years of experience and built a global career spanning investment banking, private equity and executive leadership roles in the United States, Australia, China and Russia. Before joining the firm in 2025, he founded and led Gulf Coast Financial Planning for eight years, advising clients on comprehensive financial and retirement planning.
Kurt Stahl’s longest registration was 8 years at Ae Wealth Management, LLC (2017–2025). Before joining Global Wealth Management Investment Advisory in 2025, Kurt Stahl was registered through Ae Wealth Management, LLC and Berthel Fisher & Company Financial Services, Inc.
- – present · 1 yearLakewood Ranch, FL · Adviser representative · Firm CRD 286005
- Ae Wealth Management, LLC– · 8 yearsLakewood Ranch, FL · Adviser representative · Firm CRD 282580
- Berthel Fisher & Company Financial Services, Inc.– · 2 yearsSarasota, FL · Adviser representative · Firm CRD 13609
Professional designations
Listed by Global Wealth Management Investment Advisory
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Kurt Stahl is registered as an investment adviser representative in Florida, since August 2025.
- FloridaSince 22 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 13 February 2015 |
| Series 7 | General Securities Representative Examination | 25 November 2014 |
| Series 3 | National Commodity Futures Examination | 10 November 1988 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 October 1988 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Kurt Edward Stahl
- CRD
- 1890827
- Firm
- Global Wealth Management Investment Advisory · CRD 286005
- Office
- 9015 Town Center Pkwy, Unit 110, Lakewood Ranch, FL 34202
- Registration
- Investment adviser registration
- In the industry since
- October 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- askglobalwealth.com
Where does Kurt Stahl work?
Kurt Stahl is an investment adviser representative registered through Global Wealth Management Investment Advisory, Inc. since August 2025, and is not listed among the firm’s executive officers or direct owners.
Is Kurt Stahl a financial advisor?
Yes. Kurt Stahl has a current investment-adviser registration in Florida, through Global Wealth Management Investment Advisory since August 2025.
How many years of experience does Kurt Stahl have?
Kurt Stahl has 12 years in the financial industry, since October 2013, across 3 adviser firms.
What exams has Kurt Stahl passed?
Kurt Stahl has passed 4 licensing exams: the Series 63, Series 3, Series 7 and Series 66. The earliest, the Series 63, was passed in October 1988. FINRA credited Kurt Stahl with the SIE, which began in October 2018.
Where did Kurt Stahl work before Global Wealth Management Investment Advisory?
Before Global Wealth Management Investment Advisory, Kurt Stahl was registered through Berthel Fisher & Company Financial Services, Inc., February 2015 to March 2017.
Where is Kurt Stahl based?
Kurt Stahl’s registered office is in Lakewood Ranch, FL.
Is Kurt Stahl registered with FINRA?
No. Kurt Stahl has no current broker registration.
Is Kurt Stahl a CFP?
Global Wealth Management Investment Advisory lists Kurt Stahl with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Kurt Stahl’s record?
Search CRD 1890827 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kurt Stahl’s full registration record.
- Lejeana LoveChief Compliance Officer
Christopher ConnessDirector- John ThomasCIO
- Andrew CostaCEO