Ae Wealth Management, LLC

Ae Wealth Management, LLC (CRD# 282580) is a financial advisory firm headquartered in Topeka, KS. They manage $2,002,976,253 in 10,040 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,003
    MILLION
  • Total Number of Accounts
    10,040
    ACCOUNTS
  • Average Account Value
    $199,500
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Ae Wealth Management, LLC
Showing 1 - 10 of 182 top financial advisors.
1
Edwin J. Ahrens
CRD#: 1127984
4332 Blvd Park South, Suite #e, Mobile, AL 36609
96
Wealthminder
score

Edwin Ahrens (CRD# 1127984) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Mobile, AL and has over 19 years of experience in the finance industry.

2
Michael J. Cajthaml
CRD#: 1604873
7400 W. 130th Street, Suite 130, Overland Park, KS 66213
96
Wealthminder
score

Michael Cajthaml (CRD# 1604873) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Overland Park, KS and has over 26 years of experience in the finance industry. Michael Cajthaml 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.

3
Christian P. Clausen
CRD#: 5750538
2106 Rue Simone, Hammond, LA 70403
96
Wealthminder
score

Christian Clausen (CRD# 5750538) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Hammond, LA and has over 8 years of experience in the finance industry. Christian Clausen 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.

4
Jeffry S. Cole
CRD#: 2437637
40395 Winchester Rd, Suite A, Temecula, CA 92591
96
Wealthminder
score

Jeffry Cole (CRD# 2437637) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Temecula, CA and has over 24 years of experience in the finance industry. Jeffry Cole 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.

5
Leonard P. Cole
CRD#: 2421588
40395 Winchester Rd, Ste A, Temecula, CA 92591
96
Wealthminder
score

Leonard Cole (CRD# 2421588) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Temecula, CA and has over 24 years of experience in the finance industry. Leonard Cole 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.

6
John M. Creekmur
CRD#: 2226377
403 South Main Street, Bourbonnais, IL 60914
96
Wealthminder
score

John Creekmur (CRD# 2226377) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Bourbonnais, IL and has over 26 years of experience in the finance industry. John Creekmur 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.

7
David J. Cunningham
CRD#: 1316260
Afton, VA
96
Wealthminder
score

David Cunningham (CRD# 1316260) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Afton, VA and has over 33 years of experience in the finance industry.

8
Michael I. Hepner
CRD#: 5984755
2125 Center Ave., Suite 606, Fort Lee, NJ 07024
96
Wealthminder
score

Michael Hepner (CRD# 5984755) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Fort Lee, NJ and has over 7 years of experience in the finance industry. Michael Hepner 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.

9
Justin M. Struble
CRD#: 5700003
8801 Fast Park Dr., Suite 301, Raleigh, NC 27617
96
Wealthminder
score

Justin Struble (CRD# 5700003) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Raleigh, NC and has over 8 years of experience in the finance industry. Justin Struble 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.

10
Christopher D. Wallace
CRD#: 1557863
320 Seven Springs Way, Suite 250, Brentwood, TN 37027
96
Wealthminder
score

Christopher Wallace (CRD# 1557863) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Brentwood, TN and has over 6 years of experience in the finance industry.

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