Timothy Riney (CRD# 6601593) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Prospect, KY and has over 8 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ae Wealth Management, LLC | Topeka, KS | Dec 2021 - Current | 2 |
| Family Wealth Strategies, LLC | Prospect, KY | Dec 2021 - Current | 2 |
| Fwg Investments, LLC | Prospect, KY | Mar 2017 - Dec 2021 | 4 |
| Madison Avenue Securities, LLC | San Diego, CA | Feb 2019 - Jun 2019 | < 1 |
| Edward Jones | St Louis, MO | Feb 2016 - Mar 2017 | 1 |
| Celgard, LLC | Charlotte, NC | Mar 2010 - Feb 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2016 |
- KY
-
Total Assets Under Management27,083MILLIONS
-
Total Number of Accounts277,294ACCOUNTS
-
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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