Chang Shin (CRD# 2605773) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Lenexa, KS and has over 28 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 3222569
Cambridge Investment Research Advisors, Inc.
CRD# 1380183
Creative Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Ae Wealth Management, LLC | Topeka, KS | Oct 2023 - Current | < 1 |
Ae Financial Services, LLC | Topeka, KS | Oct 2023 - Feb 2024 | < 1 |
Scout Investments, Inc. | Kansas City, MO | Feb 2018 - Oct 2023 | 5 |
Financial Engines Advisors LLC | Overland Park, KS | Nov 2016 - Nov 2017 | 1 |
Tmfs Advisors, LLC | Overland Park, KS | May 2007 - Nov 2016 | 9 |
The Mutual Fund Store, LLC | Overland Park, KS | May 2007 - Nov 2016 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1995 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2002 |
- KS
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Total Assets Under Management21,801MILLIONS
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Total Number of Accounts177,044ACCOUNTS
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Average Account Value$123,137
- 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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