Best Investors
Account
Sign in
Ae Wealth Management, LLC CRD 282580
$49.8B regulatory AUM 10 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Austin First Financial | Austin | TX | 09/1999 | Present |
| Wealth Financial Advisory Services, Llc | Austin | TX | 09/2012 | 01/2018 |
| Wealth Watch Advisors, Llc | Englewood | CO | 01/2018 | 06/2019 |
| Ae Wealth Management, Llc | Topeka | KS | 08/2019 | Present |
| University Of Texas | Austin | TX | 08/2007 | 08/2026 |
1.) AUSTIN FIRST FINANCIAL; YES INVESTMENT RELATED; 1502 WEST AVE AUSTIN, TX, 78701; INSURANCE SALES; PRESIDENT/ADVISOR; START DATE 09/1999; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-06 |
Reach out to this advisor