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Current Employers
Ae Wealth Management, Llc

2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2018-10-30
  • MO RA
    APPROVED
    Since 2018-10-30

Branch Locations

100 Chesterfield Business Pkwy Ste 105, Chesterfield, MO 63005 • United States

114 Tuscany Meadows Dr, Defiance, MO 63341 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Asset Protection Strategies, Llc St. Peters MO 05/2007 Present
Ae Wealth Management, Llc Topeka KS 09/2018 Present
Center Street Advisors, Inc St. Peters MO 06/2017 10/2018
  • 05/2007 → Present
    Asset Protection Strategies, Llc
    St. Peters, MO
  • 09/2018 → Present
    Topeka, KS
  • 06/2017 → 10/2018
    Center Street Advisors, Inc
    St. Peters, MO
Previous Registrations
  • 2017-06-07 → 2018-10-24
    Center Street Advisors, Inc.
    St. Peters, MO
    Nashville, TN
  • 2006-10-23 → 2008-10-28
    Retirement Income Advisors, Llc
    St. Peters, MO
Other Businesses

1.) ASSET PROTECTION STRATEGIES LLC; YES INVESTMENT RELATED; 100 CHESTERFIELD PARKWAY, SUITE 105, CHESTERFIELD, MO 63005; INSURANCE SALES; PRESIDENT; START DATE 05/2007; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES; INSURANCE SALES AND SERVICES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-02
S63 Uniform Securities Agent State Law Examination 2001-08-20
  • S65 Uniform Investment Adviser Law Examination
    2017-05-02
  • S63 Uniform Securities Agent State Law Examination
    2001-08-20
Other Names
  • Jeffrey Allen Nabholz

View on SEC IAPD

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