Terrence Breese, financial advisor Topeka KS

Terrence Breese

CRD Number: 7037198
Current Firm: Ae Wealth Management, LLC

Terrence Breese (CRD# 7037198) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Topeka, KS and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Ae Wealth Management, LLC Topeka, KS Mar 2017 - Current 7
Alliance Bank Topeka, KS Jan 2012 - Mar 2017 5
Washburn University Topeka, KS Jan 2011 - Apr 2015 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2018
Contact Info for Terrence F. Breese
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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