Chang Shin, financial advisor Lenexa KS

Chang Shin

CRD Number: 2605773
Current Firm: Ae Wealth Management, LLC

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.

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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
Contact Info for Chang Shin
Phone Number: 866-363-9595
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    21,801
    MILLIONS
  • Total Number of Accounts
    177,044
    ACCOUNTS
  • Average Account Value
    $123,137
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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