Aepg Wealth Strategies

Aepg Wealth Strategies (CRD# 109859) is a financial advisory firm headquartered in Warren, NJ. They manage $875,339,587 in 1,497 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    875
    MILLION
  • Total Number of Accounts
    1,497
    ACCOUNTS
  • Average Account Value
    $584,729
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.

CA, FL, LA, MA, NJ, NY, PA, SC, TX

Financial Advisors at Aepg Wealth Strategies
Showing 1 - 10 of 14 top financial advisors.
1
Eugene G. Francis
CRD#: 1847369
25 Independence Blvd., Suite 102, Warren, NJ 07059
96
Wealthminder
score

Eugene Francis (CRD# 1847369) is an Investment Advisor Representative working at Aepg Wealth Strategies in Warren, NJ and has over 13 years of experience in the finance industry. Eugene Francis 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
Joseph C. Gaj
CRD#: 5488619
25 Independence Blvd., Suite 102, Warren, NJ 07059
96
Wealthminder
score

Joseph Gaj (CRD# 5488619) is an Investment Advisor Representative working at Aepg Wealth Strategies in Warren, NJ and has over 7 years of experience in the finance industry.

3
Donald M. Goldberg
CRD#: 813776
25 Independence Blvd., Suite 102, Warren, NJ 07059
96
Wealthminder
score

Donald Goldberg (CRD# 813776) is an Investment Advisor Representative working at Aepg Wealth Strategies in Warren, NJ and has over 18 years of experience in the finance industry.

4
Peter C. Hoglund
CRD#: 5195716
25 Independence Blvd., Suite 102, Warren, NJ 07059
96
Wealthminder
score

Peter Hoglund (CRD# 5195716) is an Investment Advisor Representative working at Aepg Wealth Strategies in Warren, NJ and has over 9 years of experience in the finance industry. Peter Hoglund 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.

5
Steven W. Kaye
CRD#: 1205757
25 Independence Blvd., Suite 102, Warren, NJ 07059
96
Wealthminder
score

Steven Kaye (CRD# 1205757) is an Investment Advisor Representative working at Aepg Wealth Strategies in Warren, NJ and has over 31 years of experience in the finance industry. Steven Kaye 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.

6
Peter A. Needham
CRD#: 1825217
25 Independence Blvd., Suite 102, Warren, NJ 07059
96
Wealthminder
score

Peter Needham (CRD# 1825217) is an Investment Advisor Representative working at Aepg Wealth Strategies in Warren, NJ and has over 14 years of experience in the finance industry. Peter Needham 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.

7
Michael A. Seidel
CRD#: 4980252
25 Independence Blvd., Suite 102, Warren, NJ 07059
96
Wealthminder
score

Michael Seidel (CRD# 4980252) is an Investment Advisor Representative working at Aepg Wealth Strategies in Warren, NJ and has over 13 years of experience in the finance industry. Michael Seidel 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.

8
Gary M. Shor
CRD#: 5084849
25 Independence Blvd., Suite 102, Warren, NJ 07059
96
Wealthminder
score

Gary Shor (CRD# 5084849) is an Investment Advisor Representative working at Aepg Wealth Strategies in Warren, NJ and has over 10 years of experience in the finance industry. Gary Shor 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.

9
Ray A. Hawkins
CRD#: 718899
25 Independence Blvd., Suite 102, Warren, NJ 07059
93
Wealthminder
score

Ray Hawkins (CRD# 718899) is an Investment Advisor Representative working at Aepg Wealth Strategies in Warren, NJ and has over 20 years of experience in the finance industry.

10
Christopher J. Schiffer
CRD#: 2875225
25 Independence Blvd., Suite 102, Warren, NJ 07059
93
Wealthminder
score

Christopher Schiffer (CRD# 2875225) is an Investment Advisor Representative working at Aepg Wealth Strategies in Warren, NJ and has over 19 years of experience in the finance industry.

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