Kris Brannon Lloyd

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

• 02/2022 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 11/2011 → Present
  Tcmg, Lp Dba The College Money Guys
  Houston, TX
• 01/2022 → Present
  The Lloyd Financial Group, Llc
  Houston, TX
• 12/2024 → Present
  Lloyd Tax Planning, Llc
  Houston, TX

Other Businesses

1.) TCMG, LP DBA THE COLLEGE MONEY GUYS; NOT INVESTMENT RELATED; 3555 TIMMONS LN SUITE 925, HOUSTON, TX 77027; INSURANCE SALES; OWNER & CEO; START DATE 03/2007; APPROX 5 HRS/MONTH; APPROX 5 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) THE LLOYD FINANCIAL GROUP, LLC; YES INVESTMENT RELATED; 3555 TIMMONS LN SUITE 925, HOUSTON, TX 77027; FINANCIAL PLANNING,WEALTH MANAGEMENT, INVESTMENT ADVICE; OWNER & CEO; START DATE 01/2022; APPROX 240 HRS/MONTH; APPROX 240 HRS/MONTH DURING TRADING; PAYROLL, ACCOUNTING, SALES, SERVICE OF CLIENT ACCOUNTS. 3.) LLOYD TAX PLANNING, LLC; NOT INVESTMENT RELATED; 3555 TIMMONS LN SUITE 925, HOUSTON, TX 77027; CONSULTING FOR FINANCIAL STRATEGIES CENTERED AROUND TAX MITIGATION FOR RETIREES; FOUNDER & CEO; 12/4/2024; 6/HRS/MO; 6HRS/MO DURING SECURITIES TRADING HOURS; OWNER AND CONSULTANT. 4.) SOCIETY FOR FINANCIAL AWARENESS; NOT INVESTMENT RELATED; 3655 RUFFIN RD, SUITE 230, SAN DIEGO, CA 92123; NON-PROFIT NATIONWIDE SPEAKERS BUREAU; SPEAKER; 4/2/2025; 4HRS/MO; 4HRS/MO DURING SECURITIES TRADING HOURS; I HOST CLASSES AT LIBRARIES, HOSPITALS, COMPANIES, AND OTHER NON-PROFIT ORGANIZATIONS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-04
• S66 Uniform Combined State Law Examination
  2002-11-11