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
CRD# 1582180
Thrivent Investment Management Inc.
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Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Advisory Services, LLC | Towson, MD | Apr 2016 - Current | 8 |
| Kestra Investment Services, LLC | Towson, MD | Apr 2014 - Current | 10 |
| Towson Wealth Management | Towson, MD | Mar 2014 - Current | 10 |
| Nfp Advisor Services | Austin, TX | Mar 2014 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2004 |
- MD
- TX
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, WY
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