Shannon Marie Larson

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

• 11/2015 → 09/2017
  Eaton Vance Management
  Boston, MA
• 11/2015 → 09/2017
  Eaton Vance Distributors, Inc.
  Boston, MA
• 10/2017 → 09/2023
  Sagepoint Financial
  Phoenix, AZ
• 10/2017 → 01/2026
  Osaic Wealth, Inc
  Scottsdale, AZ
• 10/2017 → 01/2024
  Woodbury Financial Services, Inc
  Oakdale, MN
• 02/2026 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 02/2026 → Present
  Ae Financial Services, Llc
  Topeka, KS

Previous Registrations

• 2015-12-23 → 2017-09-18
  Eaton Vance Management
  Boston, MA

Other Businesses

AE Wealth Management LLC POSITION: Associated Person NATURE: Investment Advice for fee INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE 02/2026 ADDRESS: 2950 SW McClure Road, Topeka, KS 66614

Exams

• S66 Uniform Combined State Law Examination
  2015-12-14

Other Names

• Shannon Marie Halbeisen
• Shannon Marie Halbeisen
• Shannon Marie Vincent
• Shannon Marie Halbeisen
• Shannon Marie Vincent
• Shannon Marie Halbeisen
• Shannon Marie Vincent
• Shannon Marie Larson
• Shannon Larson