Kurt William Wiegert

Employer firm

Merit Financial Advisors CRD 142457

$23.9B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 07/2026
  Towson Wealth Management
  Towson, MD
• 04/2016 → 07/2026
  Kestra Advisory Services, Llc
  Towson, MD
• 04/2014 → 07/2026
  Kestra Investment Services, Llc
  Towson, MD
• 07/2026 → Present
  Merit Financial Advisors
  Towson, MD
• 07/2026 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2016-04-21 → 2026-07-21
  Kestra Advisory Services, Llc
  Towson, MD
• 2014-03-04 → 2016-09-22
  Kestra Investment Services, Llc
  Austin, TX
  Towson, MD
• 2006-08-03 → 2014-03-04
  Founders Financial Securities Llc
  Towson, MD
  Towson, MD
• 2003-07-08 → 2006-08-07
  Transamerica Financial Advisors, Llc
  Timonium, MD
  Towson, MD

Other Businesses

1. Merit Financial Advisors. Investment-Related. At Registered Location. RIA. IAR. 07/2026. 160 hrs/month. 160 hrs during trading hrs. Service clients. 2. Fixed Insurance. Investment-Related. At Registered Location. Fixed Insurance. Agent. 07/2026. 1 hr/month. 1 hr during trading hrs. Provide insurance advice based on the needs of clients. 3. TWM Real Property, LLC. Not Investment-Related. 1900 Fallston Valley Drive, Fallston, MD 21047. Real Estate. President. 01/2019. 1 hr/month. 0 hrs during trading hrs. Personal investment real estate. 4. Notary. Not Investment-Related. 1900 Fallston Valley Drive, Fallston, MD 21047. Notary. Notary. 01/2015. 1 hr/month. 1 hr during trading hrs. Notary services for clients. 5. The Council of Unit Owners of Fairmount Green Condominium, Inc. Not Investment-Related. At Registered Location. Board of Directors. Board President. 01/2020. 5 hrs/month. 1 hr during trading hrs. I help review the operating budget and financial however I do not make any financial decisions and have no access to any of the funds (no check writing or decision making authority). 6. Kurt Wiegert; Investment-Related; At Residential Location; Hard Money Lending; Investor; 8/25/26; 1 hr per month/0hrs during trading; Lending money to a family member who in turn provides lending to real estate investors for "fix-and-flip" real estate projects. I do not know the individual borrowers and I am not involved in selecting, managing, or overseeing the underlying projects. I am solely providing capital and receiving interest payments.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-03-18

Designations

• Certified Financial Planner