Ae Wealth Management, LLC

Ae Wealth Management, LLC (CRD# 282580) is a financial advisory firm headquartered in Topeka, KS. They manage $5,526,239,350 in 49,383 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,526
    MILLION
  • Total Number of Accounts
    49,383
    ACCOUNTS
  • Average Account Value
    $111,906
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Ae Wealth Management, LLC
Showing 1 - 10 of 284 top financial advisors.
1
Cristina Acosta
CRD#: 2485377
Scottsdale, AZ 85260

Cristina Acosta (CRD# 2485377) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Scottsdale, AZ and has over 11 years of experience in the finance industry.

2
Richard L. Adamson
CRD#: 6140886
Oklahoma City, OK 73134

Richard Adamson (CRD# 6140886) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Oklahoma City, OK and has over 7 years of experience in the finance industry.

3
Robert E. Allamon
CRD#: 6162753
Highlands Ranch, CO 80129

Robert Allamon (CRD# 6162753) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Highlands Ranch, CO and has over 7 years of experience in the finance industry.

4
Jonathan D. Altmeyer
CRD#: 6050669
Coeur D'alene, ID 83814

Jonathan Altmeyer (CRD# 6050669) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Coeur D'alene, ID and has over 3 years of experience in the finance industry.

5
Douglas Anderson
CRD#: 5346881
Issaquah, WA 98027

Douglas Anderson (CRD# 5346881) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Issaquah, WA and has over 12 years of experience in the finance industry.

6
James H. Anderson
CRD#: 6469376
Morton, IL 61550

James Anderson (CRD# 6469376) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Morton, IL and has over 4 years of experience in the finance industry. James Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
John G. Anderson
CRD#: 5922928
Gainesville, GA 30501

John Anderson (CRD# 5922928) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Gainesville, GA and has over 8 years of experience in the finance industry.

8
Beth A. Andrews
CRD#: 2911013
Canonsburg, PA 15317

Beth Andrews (CRD# 2911013) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Canonsburg, PA and has over 22 years of experience in the finance industry. Beth Andrews has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Ronald J. Anno
CRD#: 3241258
Englewood, FL 34223

Ronald Anno (CRD# 3241258) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Englewood, FL and has over 18 years of experience in the finance industry.

10
Bilal A. Aquil
CRD#: 4480909
Stafford, TX 77477

Bilal Aquil (CRD# 4480909) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Stafford, TX and has over 18 years of experience in the finance industry.

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