Ae Wealth Management, LLC

Ae Wealth Management, LLC (CRD# 282580) is a financial advisory firm headquartered in Topeka, KS. They manage $132,566,966 in 650 accounts and serve the financial needs of clients across 35 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    133
    MILLION
  • Total Number of Accounts
    650
    ACCOUNTS
  • Average Account Value
    $203,949
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, FL, GA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NM, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Ae Wealth Management, LLC
Showing 1 - 10 of 26 top financial advisors.
1
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 22 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.

2
Mark A. Bigler
CRD#: 5666318
Topeka, KS
93
Wealthminder
score

Mark Bigler (CRD# 5666318) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Topeka, KS and has over 7 years of experience in the finance industry.

3
Philip R. Gordley
CRD#: 4364462
6707 Academy Rd Ne, Suite B, Albuquerque, NM 87109
93
Wealthminder
score

Philip Gordley (CRD# 4364462) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Albuquerque, NM and has over 15 years of experience in the finance industry.

4
Paul A. Piontkowski
CRD#: 1515832
2634 Kerrybrook Ct, San Antonio, TX 78230
93
Wealthminder
score

Paul Piontkowski (CRD# 1515832) is an Investment Advisor Representative working at Ae Wealth Management, LLC in San Antonio, TX and has over 30 years of experience in the finance industry.

5
Jammie A. Serrano
CRD#: 4731549
Topeka, KS
93
Wealthminder
score

Jammie Serrano (CRD# 4731549) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Topeka, KS and has over 6 years of experience in the finance industry.

6
Jeffry A. Vogel
CRD#: 1633200
2850 Sw Mission Woods Dr, Topeka, KS 66614
93
Wealthminder
score

Jeffry Vogel (CRD# 1633200) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Topeka, KS and has over 29 years of experience in the finance industry.

7
Stephen E. Gwin
CRD#: 1817801
2850 Sw Mission Woods Dr, Topeka, KS 66614
90
Wealthminder
score

Stephen Gwin (CRD# 1817801) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Topeka, KS and has over 28 years of experience in the finance industry.

8
Joshua L. Jackson
CRD#: 5841016
2950 Sw Mcclure Road, Suite B, Topeka, KS 66614
90
Wealthminder
score

Joshua Jackson (CRD# 5841016) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Topeka, KS and has 1 year of experience in the finance industry.

9
Jeffrey W. Long
CRD#: 1755433
616-212 Dr. Calvin Jones Highway, Wake Forest, NC 27587
90
Wealthminder
score

Jeffrey Long (CRD# 1755433) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Wake Forest, NC and has over 28 years of experience in the finance industry.

10
Cory M. McPherson
CRD#: 6632861
2950 Sw Mcclure Road, Suite B, Topeka, KS 66614
90
Wealthminder
score

Cory McPherson (CRD# 6632861) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Topeka, KS and has 1 year of experience in the finance industry.

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