Christopher Sullivan (CRD# 5984736) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Topeka, KS and has over 12 years of experience in the finance industry.
CRD# 1186862
Proactive Capital Management, Inc.
CRD# 5479226
Cambridge Investment Research Advisors, Inc.
CRD# 6399978
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ae Financial Services, LLC | Topeka, KS | Apr 2021 - Current | 3 |
| Ae Wealth Management, LLC | Topeka, KS | Jan 2021 - Current | 3 |
| Ivy Investments, Inc. | Shawnee Mission, KS | Mar 2014 - Jan 2021 | 6 |
| Waddell & Reed Inc. | Overland Park, KS | May 2014 - Aug 2020 | 6 |
| Montage Securities | Leawood, KS | Oct 2012 - May 2014 | 1 |
| Montage Investments | Leawood, KS | Oct 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2012 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2013 |
- KS
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Total Assets Under Management27,083MILLIONS
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Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- 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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