Ae Wealth Management, LLC
Ae Wealth Management, LLC (CRD# 282580) is a financial advisory firm headquartered in Topeka, KS. They manage $19,248,840,448 in 160,475 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management19,249MILLION
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Total Number of Accounts160,475ACCOUNTS
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Average Account Value$119,949
- 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
Welcome to Pinnacle Retirement Solutions - we are retirement planning and insurance professionals located in Cary, NC and serve the greater Triangle area. We are dedicated to helping you achieve your retirement goals and offer the following services: Retirement Income Planning, Insurance Services, Estate Planning, and IRA Distribution Planning.
Mark Courtemanche, President of Pinnacle Retirement Solutions, is a 2nd generation advisor with over 29 years of experience spanning insurance, brokerage and retirement planning. He holds a BS Degree in Finance from Bryant University in Rhode Island where he also played baseball. Mr. Courtemanche earned the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College and also holds the Life Underwriter Training Council Fellow (LUTCF) designation. Mr. Courtemanche has also earned the National Social Security Advisor (NSSA) certification from the National Social Security Association, LLC.
Mark Courtemanche (CRD# 2651246) is an Investment Advisor Representative with AE Wealth Management, LLC in Cary, NC and has over 29 years of experience in the finance industry.
Cristina Acosta (CRD# 2485377) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Scottsdale, AZ and has over 14 years of experience in the finance industry.
Robert Allamon (CRD# 6162753) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Greenville, SC and has over 10 years of experience in the finance industry.
Jonathan Altmeyer (CRD# 6050669) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Coeur D'alene, ID and has over 7 years of experience in the finance industry.
Ronald Anno (CRD# 3241258) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Englewood, FL and has over 22 years of experience in the finance industry.
Mark Arola (CRD# 6600487) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Pleasanton, CA and has over 7 years of experience in the finance industry.
Justin Bailey (CRD# 5723505) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Topeka, KS and has over 8 years of experience in the finance industry.
Walter Bak (CRD# 5900328) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Northampton, MA and has over 12 years of experience in the finance industry.
Christopher Ballard (CRD# 1801529) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Clermont, FL and has over 23 years of experience in the finance industry. Christopher Ballard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Nathan Barger (CRD# 6656257) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Leo, IN and has over 5 years of experience in the finance industry.