Mary Riley (CRD# 3198930) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Carefree, AZ and has over 24 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Ae Wealth Management, LLC | Topeka, KS | Jul 2023 - Current | < 1 |
Riley Higgins & Associates, LLC | Carefree, AZ | Jan 2018 - Current | 6 |
Brookstone Capital Management | Wheaton, IL | May 2018 - Jul 2023 | 5 |
Missing Elements, LLC | Scottsdale, AZ | Oct 2019 - May 2021 | 1 |
Bridge Retirement Planning | Scottsdale, AZ | Dec 2010 - Jan 2018 | 7 |
Horter Investment Management, LLC | Cincinnati, OH | Apr 2015 - Jun 2017 | 2 |
Redhawk Wealth Advisors, Inc. | Minneapolis, MN | Jan 2015 - Feb 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1999 |
S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
- AZ
-
Total Assets Under Management21,801MILLIONS
-
Total Number of Accounts177,044ACCOUNTS
-
Average Account Value$123,137
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.