Ae Wealth Management, LLC

Ae Wealth Management, LLC (CRD# 282580) is a financial advisory firm headquartered in Topeka, KS. They manage $19,640,089,134 in 142,130 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    19,640
    MILLION
  • Total Number of Accounts
    142,130
    ACCOUNTS
  • Average Account Value
    $138,184
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
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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Ae Wealth Management, LLC
Showing 1 - 10 of 405 top financial advisors.
1
Mark Courtemanche, CLU, ChFC
CRD#: 2651246
1140 Kildiaire Farm Road, Suite 108-15, Cary, NC 27511

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.

2
Cristina Acosta
CRD#: 2485377
14301 N. 87th. St., Ste. 117, Scottsdale, AZ 85260

Cristina Acosta (CRD# 2485377) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Scottsdale, AZ and has over 13 years of experience in the finance industry.

3
Heather M. Aeschliman
CRD#: 6625309
230 N 2nd Street, Suite 200, Brighton, MI 48116

Heather Aeschliman (CRD# 6625309) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Brighton, MI and has over 4 years of experience in the finance industry.

4
Robert E. Allamon
CRD#: 6162753
101 Pelham Commons Blvd., Greenville, SC 29615

Robert Allamon (CRD# 6162753) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Greenville, SC and has over 9 years of experience in the finance industry.

5
Jonathan D. Altmeyer
CRD#: 6050669
401 E Front Avenue, Suite 213, Coeur D'alene, ID 83814

Jonathan Altmeyer (CRD# 6050669) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Coeur D'alene, ID and has over 6 years of experience in the finance industry.

6
John G. Anderson
CRD#: 5922928
405 Broad St. Se, Gainesville, GA 30501

John Anderson (CRD# 5922928) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Gainesville, GA and has over 11 years of experience in the finance industry.

7
Ronald J. Anno
CRD#: 3241258
37 South Indiana Ave, #103, Englewood, FL 34223

Ronald Anno (CRD# 3241258) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Englewood, FL and has over 20 years of experience in the finance industry.

8
Mark S. Arola
CRD#: 6600487
4725 First Street, Suite 215, Pleasanton, CA 94566

Mark Arola (CRD# 6600487) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Pleasanton, CA and has over 6 years of experience in the finance industry.

9
Justin M. Bailey
CRD#: 5723505
2950 Sw Mcclure Road, Topeka, KS 66614

Justin Bailey (CRD# 5723505) 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.

10
Walter E. Bak
CRD#: 5900328
7 Conz St, Northampton, MA 01060

Walter Bak (CRD# 5900328) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Northampton, MA and has over 11 years of experience in the finance industry.

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