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).
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Total Assets Under Management19,640MILLION
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Total Number of Accounts142,130ACCOUNTS
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Average Account Value$138,184
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.