National investment loss lawyers KlaymanToskes is investigating investment advisor Kurt Stahl (CRD# 1890827) of AE Wealth Management.
According to FINRA BrokerCheck, investment advisor Kurt Stahl is currently involved in a customer complaint alleging $1,750,000 in damages. The customer alleges breach of fiduciary duty, negligence, negligent misrepresentation, intentional misrepresentations/omissions, breach of contract, and violation of the Florida Securities and Investor Protection Act. The complaint allegedly relates to annuity investments, hedge fund and interval fund investments.
Investors that suffered losses with investment advisor Kurt Stahl are encouraged to contact attorney Lawrence L. Klayman, Esq., at 888-997-9956 or by email at investigations@klaymantoskes.com to discuss potential recovery options. We do not collect attorney’s fees unless we are able to obtain a financial recovery for you.
Investment advisor Kurt Stahl of AE Wealth Management is currently facing a customer complaint alleging $1,750,000 in damages. The complaint alleges securities violations including Breach of fiduciary duty, negligence, negligent misrepresentation, intentional misrepresentations/omissions, breach of contract, and violation of the Florida Securities and Investor Protection Act. Stahl is currently registered as an investment advisor with AE Wealth Management in Lakewood Ranch, FL. Stahl was also previously registered as a broker with Berthel, Fisher & Company from November 2014 to March 2017 in Sarasota, FL.
As an investor, there are a few signs that you should look out for if you believe you may have a claim against your investment advisor. These signs could potentially indicate misconduct, negligence, or investment fraud. Investors are encouraged to contact our firm immediately if you have experienced any of the following:
Some investors have close relationships with their investment advisors due to the time and trust built over the course of their investment relationship. However, it is crucial to remember that financial decisions should be based on careful analysis and due diligence rather than solely relying on personal relationships.
Engaging the services of an experienced securities attorney to evaluate your specific circumstances is strongly advised. At KlaymanToskes, our team of experienced securities attorneys has a deep understanding of this complex area of law, allowing us to provide invaluable insight and tailored guidance that directly addresses your individual needs.
If you suffered losses with investment advisor Kurt Stahl, or have concerns regarding your investment portfolio at AE Wealth Management, contact KlaymanToskes at 888-997-9956 or fill out a short contact form for a free and confidential consultation.