Craig Gordinier, financial advisor Overland Park KS

Craig Gordinier

CRD Number: 6654255
Current Firm: Ae Wealth Management, LLC

Craig Gordinier (CRD# 6654255) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Overland Park, KS 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 Oct 2016 - Current 4
Jones Advisory Group Topeka, KS Mar 2016 - Current 4
Global Financial Private Capital, LLC Sarasota, FL May 2016 - Oct 2016 < 1
D & D Masonry, Inc. Kansas City, MO May 2010 - Mar 2016 5
Databasics Olathe, KS Sep 2001 - Apr 2010 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2016
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Craig L. Gordinier
Phone Number: 866-363-9595
Registered State(s):
  • KS
  • MO
By the Numbers
  • Total Assets Under Management
    8,584
    MILLIONS
  • Total Number of Accounts
    74,292
    ACCOUNTS
  • Average Account Value
    $115,541
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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Data verified by both the advisor and the public regulatory data.

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