Heather AeschlimanCRD 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.
Savant Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Stifel, Nicolaus & Company, Incorporated
|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|
Total Assets Under Management19,640MILLIONS
Total Number of Accounts142,130ACCOUNTS
Average Account Value$138,184
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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