Kurt Williams Shuler
Investment adviser representative at Sledge and Company Wealth Advisors
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$183.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Sledge and Company Wealth AdvisorsJun 2024 to now
- WealthfdAug 2023 to May 2024
- StudentAug 2015 to Jun 2023
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NC).
Sledge and Company Wealth Advisors
Legal name: Sledge and Company Wealth Advisors, LLC
$183.4MAssets managed
200Clients
4Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7945224
- Firm CRD
- 336314