Heather Aeschliman, financial advisor Brighton MI

Heather Aeschliman

CRD Number: 6625309
Current Firm: Ae Wealth Management, LLC

Heather Aeschliman (CRD# 6625309) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Brighton, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Jones Retirement Advisors, LLC Brighton, MI Jun 2021 - Current 1
Ae Wealth Management, LLC Topeka, KS Oct 2020 - Current 1
Ae Financial Services, LLC Topeka, KS Oct 2020 - Current 1
Strickler Jones Financial Group Brighton, MI Jan 2019 - Jun 2021 2
Mml Investors Services Brighton, MI Feb 2019 - Oct 2020 1
Mass Mutual Investors Services Brighton, MI Feb 2019 - Oct 2020 1
Mass Mutual Life Insurance Company Brighton, MI Jan 2019 - Oct 2020 1
America Group Retirement Strategy Centers Southfield, MI Feb 2016 - Dec 2018 2
Lpl Financial, LLC Howell, MI Feb 2016 - Dec 2018 2
Unemployed Howell, MI Feb 1997 - Mar 2016 19
Right At Home Care Brighton, MI May 2015 - Jan 2016 < 1
Unemployed Howell, MI Jun 2012 - May 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2017
Contact Info for Heather M. Aeschliman
Phone Number: 866-363-9595
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    19,640
    MILLIONS
  • Total Number of Accounts
    142,130
    ACCOUNTS
  • Average Account Value
    $138,184
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

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

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