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 31 - 40 of 410 top financial advisors.
31
Erik M. Blankmeyer
CRD#: 2518231
2950 Sw Mcclure Road, Topeka, KS 66614

Erik Blankmeyer (CRD# 2518231) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Topeka, KS and has over 27 years of experience in the finance industry.

32
Zachary J. Bollinger
CRD#: 5185809
270 West Plant Street, Suite 240, Winter Garden, FL 34787

Zachary Bollinger (CRD# 5185809) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Winter Garden, FL and has over 15 years of experience in the finance industry. Zachary Bollinger 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.

33
Derek R. Bostian
CRD#: 6599255
9820 Northcross Center Ct., Suite 72, Huntersville, NC 28078

Derek Bostian (CRD# 6599255) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Huntersville, NC and has 1 year of experience in the finance industry. Derek Bostian 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.

34
James S. Boys
CRD#: 721319
458 S Main St, Martinsville, IN 46151

James Boys (CRD# 721319) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Martinsville, IN and has over 22 years of experience in the finance industry.

35
Keith Brand
CRD#: 4007982
1 Denver Federal Center, Building 45 Room 1050, Entrance E9, Lakewood, CO 80225

Keith Brand (CRD# 4007982) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Lakewood, CO and has over 22 years of experience in the finance industry. Keith Brand 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.

36
Terrence F. Breese
CRD#: 7037198
2950 Sw Mcclure Rd, Suite B, Topeka, KS 66614

Terrence Breese (CRD# 7037198) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Topeka, KS and has over 3 years of experience in the finance industry.

37
Eric S. Brelsford
CRD#: 6437733
2011 Palomar Airport Road, Suite 302, Carlsbad, CA 92011

Eric Brelsford (CRD# 6437733) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Carlsbad, CA and has over 7 years of experience in the finance industry.

38
Jeffrey D. Buck
CRD#: 4884887
55 Merchant St, Suite 2100, Honolulu, HI 96813

Jeffrey Buck (CRD# 4884887) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Honolulu, HI and has over 17 years of experience in the finance industry.

39
Katie C. Buck
CRD#: 4884942
33 Lono Avenue, Suite 310, Kahululu, HI 96732

Katie Buck (CRD# 4884942) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Kahululu, HI and has over 17 years of experience in the finance industry.

40
Paul A. Buckle
CRD#: 6701459
128 Millport Circle, Suite 200, Greenville, SC 29607

Paul Buckle (CRD# 6701459) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Greenville, SC and has over 5 years of experience in the finance industry. Paul Buckle 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.

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