Brandon Moser, financial advisor Topeka KS

Brandon Moser

CRD Number: 6725133
Current Firm: Ae Wealth Management, LLC

Brandon Moser (CRD# 6725133) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Topeka, KS and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ae Wealth Management Topeka, KS Aug 2016 - Current 5
Guggenheim Partners Topeka, KS Jan 2015 - Aug 2016 1
Athene Topeka, KS Aug 2010 - Dec 2014 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2018
Contact Info for Brandon C. Moser
Phone Number: 866-363-9595
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    12,637
    MILLIONS
  • Total Number of Accounts
    103,801
    ACCOUNTS
  • Average Account Value
    $121,744
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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