Were you the victim of former AE Wealth Management, LLC broker Kurt Stahl (CRD# 1890827)? He has been an investment advisor representative with AE Wealth Management, LLC in Topeka, Kansas, since 2017, president of Gulf Coast Financial Planning LLC in Lakewood Ranch, Florida, since 2017, and a wealth advisor with Global Wealth Management Investment Advisory, Inc. in Fort Lauderdale, Florida, since 2025. He was registered with Berthel, Fisher & Company Financial Services, Inc. in Sarasota, Florida, from 2014 to 2017.
Kurt Stahl Customer Complaints
He has been the subject of three customer complaints between 2017 and 2024, one of which was withdrawn, according to his CRD report:
November 2024. “Breach of fiduciary duty, negligence, negligent misrepresentation, intentional misrepresentations/omissions, breach of contract, violation of Florida Securities and Investor Protection Act.” The customer is seeking $1,750,000 in damages, and the case is currently pending. The complaint was regarding stock losses, annuities, and hedge funds and interval funds, and it took place while he was registered with AE Wealth Management, LLC.
September 2019. “The clients allege the representative stated that the Security Benefit Secure Income Index Annuities they purchased in 2016 would qualify as collateral to secure a bank loan. When multiple banks rejected the annuities as collateral, the clients surrendered their annuities incurring a surrender charge. The clients allege the annuities did not meet their financial goals and were misrepresented to them by the representative. The clients also allege that the representative’s office of employment had a liability to supervise the actions of the representative.” The customer sought $39,491.48 in damages, and the case was settled for $20,000.
Pursuant to FINRA Rules, member firms are responsible for supervising a broker’s activities during the time the broker is registered with the firm. Therefore, AE Wealth Management, LLC may be liable for investment or other losses suffered by Kurt Stahl’s customers.
Erez Law represents investors in the United States for claims against brokers and brokerage firms for wrongdoing. If you have experienced investment losses, please call us at 888-840-1571 or complete our contact form for a free consultation. Erez Law is a nationally recognized law firm representing individuals, trusts, corporations and institutions in claims against brokerage firms, banks and insurance companies on a contingency fee basis.
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