Kurt WiegertCRD Number: 3217130
Current Firm: Nfp Advisor Services, LLC
Towson Wealth Management was founded by Kurt Wiegert, with the mission to create a company specializing in supporting and transitioning people into retirement and throughout their retirement years. He began his financial planning career in 1996 with a private accounting firm, where he served as the senior financial advisor and lead portfolio investment manager. Prior to forming Towson Wealth Management, he served as a Vice President of Wealth Management at a private financial planning and corporate benefits firm. Since 1996, he has had extensive experience working with individuals, families and closely held business owners in comprehensive financial planning.
Towson Wealth Management allows our clients to delegate their complex financial planning needs to one trusted advisory resource. “Our clients love the fact that we can help in coordinating their other professional advisors including tax and legal relationships, into our financial planning process. This helps to free up their personal time so they can focus on their own life passions.”
Kurt holds the following professional qualifications:
- Towson University - Bachelor of Science, Business Administration & Finance Degree
- Stevenson University – (CFP®) designation curriculum
- Certified Financial Planner (CFP®) designation – CFP Board of Standards
- Series 7 (General Securities Representative)
- Series 63 (Uniform Securities Agent State Law)
- Life and Health Insurance licenses
Commonwealth Financial Network
Planning Solutions Group, LLC
|Kestra Financial Services, Inc.||Austin, TX||Apr 2016 - Current||3|
|Towson Wealth Management||Towson, MD||Mar 2014 - Current||5|
|Nfp Advisor Services||Austin, TX||Mar 2014 - Apr 2016||2|
|Founders Financial Securities, LLC||Timonium, MD||Aug 2006 - Mar 2014||7|
|Brooks Financial Group||Timonium, MD||Jul 2003 - Mar 2014||10|
|Intersecurities, Inc.||Timonium, MD||Jul 2003 - Aug 2006||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2004|
Total Assets Under Management12,254MILLIONS
Total Number of Accounts54,412ACCOUNTS
Average Account Value$225,208
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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