Ae Wealth Management, LLC

Ae Wealth Management, LLC (CRD# 282580) is a financial advisory firm headquartered in Topeka, KS. They manage $12,637,103,953 in 103,801 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    12,637
    MILLION
  • Total Number of Accounts
    103,801
    ACCOUNTS
  • Average Account Value
    $121,744
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 488 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
Edwin J. Ahrens
CRD#: 1127984
4332 Blvd Park South, Suite #e, Mobile, AL 36609

Edwin Ahrens (CRD# 1127984) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Mobile, AL and has over 22 years of experience in the finance industry.

5
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.

6
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 5 years of experience in the finance industry.

7
Douglas Anderson
CRD#: 5346881
1495 Nw Gilman Blvd, Suite 12, Issaquah, WA 98027

Douglas Anderson (CRD# 5346881) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Issaquah, WA and has over 14 years of experience in the finance industry.

8
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 10 years of experience in the finance industry.

9
Robert H. Anderson
CRD#: 4276498
55 Merchant St, Suite 2100, Honolulu, HI 96813

Robert Anderson (CRD# 4276498) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Honolulu, HI and has over 3 years of experience in the finance industry.

10
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.

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