Ae Wealth Management, LLC

Ae Wealth Management, LLC (CRD# 282580) is a financial advisory firm headquartered in Topeka, KS. They manage $27,082,623,332 in 277,294 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    27,083
    MILLION
  • Total Number of Accounts
    277,294
    ACCOUNTS
  • Average Account Value
    $97,668
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
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 354 top financial advisors.
1
Mark Courtemanche, CLU, ChFC
CRD#: 2651246
1140 Kildaire Farm Rd, Ste 108-15, Cary, NC 27511

Welcome to Pinnacle Retirement Solutions - we are retirement planning and insurance professionals located in Cary, NC and serve the greater Triangle area. We are dedicated to helping you achieve your retirement goals and offer the following services: Retirement Income Planning, Insurance Services, Estate Planning, and IRA Distribution Planning.

Mark Courtemanche, President of Pinnacle Retirement Solutions, is a 2nd generation advisor with over 29 years of experience spanning insurance, brokerage and retirement planning. He holds a BS Degree in Finance from Bryant University in Rhode Island where he also played baseball. Mr. Courtemanche earned the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College and also holds the Life Underwriter Training Council Fellow (LUTCF) designation.  Mr. Courtemanche has also earned the National Social Security Advisor  (NSSA) certification from the National Social Security Association, LLC.

 

Mark Courtemanche (CRD# 2651246) is an Investment Advisor Representative with AE Wealth Management, LLC in Cary, NC and has over 29 years of experience in the finance industry.

2
Cristina Acosta
CRD#: 2485377
14301 N 87th St, Ste 315, Scottsdale, AZ 85260

Cristina Acosta (CRD# 2485377) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Scottsdale, AZ and has over 15 years of experience in the finance industry.

3
Jonathan D. Altmeyer
CRD#: 6050669
401 E Front Ave, Ste 213, 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 8 years of experience in the finance industry.

4
Ronald J. Anno
CRD#: 3241258
37 S Indiana Ave, #105, Englewood, FL 34223

Ronald Anno (CRD# 3241258) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Englewood, FL and has over 22 years of experience in the finance industry.

5
Emily D. Arnold
CRD#: 5649098
4600 S. Syracuse St., Suite 650, Denver, CO 80237

Emily Arnold (CRD# 5649098) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Denver, CO and has over 15 years of experience in the finance industry.

6
Mark S. Arola
CRD#: 6600487
4725 1st St, Ste 215, Pleasanton, CA 94566

Mark Arola (CRD# 6600487) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Pleasanton, CA and has over 8 years of experience in the finance industry.

7
Justin M. Bailey
CRD#: 5723505
2950 Sw Mcclure Rd, Ste B, Topeka, KS 66614

Justin Bailey (CRD# 5723505) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Topeka, KS and has over 8 years of experience in the finance industry.

8
Walter E. Bak
CRD#: 5900328
7 Conz St, Northampton, MA 01060

Walter Bak (CRD# 5900328) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Northampton, MA and has over 13 years of experience in the finance industry.

9
Christopher E. Ballard
CRD#: 1801529
773 W Montrose St, Clermont, FL 34711

Christopher Ballard (CRD# 1801529) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Clermont, FL and has over 24 years of experience in the finance industry.

10
Nathan J. Barger
CRD#: 6656257
9726 Saint Joseph St, Leo, IN 46765

Nathan Barger (CRD# 6656257) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Leo, IN and has over 6 years of experience in the finance industry.

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