Jeremy Green

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 11/2016
  Kdv Wealth Management
  Bloomington, MN
• 11/2016 → 10/2017
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 11/2016 → 10/2017
  Msi Financial Services, Inc
  Minnetonka, MN
• 03/2017 → 10/2017
  Mml Investor Services, Inc.
  Minnetonka, MN
• 02/2012 → Present
  Wealth Strategist Designs
  Edina, MN
• 03/2018 → 01/2019
  Associated Bank Private Client Services
  Minnetonka, MN
• 04/2018 → 01/2019
  Lpl Financial Llc
  Minnetonka, MN
• 05/2019 → 05/2019
  Alliance America Corporation
  University Park, FL
• 05/2019 → 05/2019
  United Advisors America Corporation
  Frisco, TX
• 06/2020 → 09/2022
  The Leaders Group, Inc.
  Littleton, CO
• 12/2019 → 07/2021
  Comprehensive Brokerage Services
  Shakopee, MN
• 09/2022 → 03/2023
  Ae Financial Services, Llc
  Topeka, KS
• 09/2022 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 09/2022 → Present
  Advisors Excel
  Topeka, KS
• 07/2021 → 09/2022
  Financial Independence Group
  Edina, MN
• 03/2023 → Present
  Madison Avenue Securities
  San Diego, CA

Previous Registrations

• 2019-05-07 → 2019-05-13
  United Advisors America
  Edina, MN
  Prosper, TX
• 2018-04-27 → 2019-02-01
  Lpl Financial Llc
  Minnetonka, MN
• 2014-09-15 → 2015-02-16
  Bergankdv Wealth Management, Llc
  Bloomington, MN
  Bloomington, MN
• 2005-07-28 → 2006-01-06
  Wells Fargo Investments, Llc
  Minneapolis, MN
  Minneapolis, MN

Other Businesses

1.) WEALTH STRATEGIST DESIGNS; NOT INVESTMENT RELATED; ADDRESS LOCATION: EDINA, MN 55424; INSURANCE AND TAX SERVICES; OWNER/WEALTH STRATEGIST; 02/2012; APPROX 5 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; RUN MODELS, GIVE TAX OPINION. PROVIDE EXPERT WITNESS SERVICES & DESCRIBE INSURANCE PRODUCTS WHEN POSITIONED. 2.) AEWM; YES: INVESTMENT-RELATED; 2950 SW MCCLURE, TOPEKA, KS 66614; INVESTMENT ADVICE FOR FEE; INVESTMENT ADVISOR REPRESENTATIVE; 09/2022; APPROX 160 HRS/MONTH; APPROX 120 HRS/MONTH DURING TRADING. 3.) ADVISORS EXCEL; YES INVESTMENT RELATED; 2950 SW MCCLURE, TOPEKA, KS 66614; IMO; DIRECTOR; START DATE 09/2022; APPROX 160 HRS/MONTH; APPROX 120 HRS/MONTH DURING TRADING. 4.) RIA ANNUITIES: INVESTMENT RELATED YES; ADDRESS LOCATION: EDINA, MN 55424; INSURANCE INCLUDING VARIABLE ANNUITY AND LIFE; OWNER; 02/2023; APPROX 5 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING.

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-12-09
• S66 Uniform Combined State Law Examination
  2013-11-26

Designations

• Certified Financial Planner

Other Names

• Jeremy Paul Green