Luis Estrada, financial advisor Kennewick WA
90 score

Luis Estrada

CRD Number: 5553624
Current Firm: Ae Wealth Management, LLC

Luis Estrada (CRD# 5553624) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Kennewick, WA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ae Wealth Management, LLC Topeka, KS Jan 2017 - Current 1
Yakima Real Estate Services Yakima, WA Aug 2015 - Current 2
F. Joel Financial Kennewick, WA Oct 2013 - Current 4
Brookstone Capital Management Wheaton, IL Mar 2015 - Jan 2017 1
Walkers Furniture Kennewick, WA Apr 2002 - Oct 2013 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2014
Contact Info for Luis J. Estrada
Phone Number: 866-363-9595
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    2,003
    MILLIONS
  • Total Number of Accounts
    10,040
    ACCOUNTS
  • Average Account Value
    $199,500
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
  • 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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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