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Andrea Kaye Doller

Ae Wealth Management, LLC

Dayton, OH

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Current Employers
Ae Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-02-06
  • OH RA
    APPROVED
    Since 2024-02-06

Branch Locations

One Russell Place, Dayton, OH 45409 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Investments, Llc Pittsburgh OH 08/2013 12/2016
Pnc Investment, Llc Dayton OH 12/2016 11/2020
Arkadios Capital Atlanta GA 09/2022 03/2024
Arkadios Wealth Advisors Atlanta GA 09/2022 03/2024
Kalos Capital, Inc Alpharetta GA 03/2021 09/2022
Russell Total Wealth & Wellness Dayton OH 01/2021 Present
Ae Wealth Management, Llc Topeka KS 02/2024 Present
Russell Smart Insight Tax Advisors, Llc Dayton OH 01/2026 Present
Next Generation Coaching Dayton OH 11/2025 Present
Russell Smart Insight Tax Advisors, Llc Dayton OH 01/2026 Present
  • 08/2013 → 12/2016
    Pnc Investments, Llc
    Pittsburgh, OH
  • 12/2016 → 11/2020
    Pnc Investment, Llc
    Dayton, OH
  • 09/2022 → 03/2024
    Arkadios Capital
    Atlanta, GA
  • 09/2022 → 03/2024
    Atlanta, GA
  • 03/2021 → 09/2022
    Kalos Capital, Inc
    Alpharetta, GA
  • 01/2021 → Present
    Russell Total Wealth & Wellness
    Dayton, OH
  • 02/2024 → Present
    Topeka, KS
  • 01/2026 → Present
    Russell Smart Insight Tax Advisors, Llc
    Dayton, OH
  • 11/2025 → Present
    Next Generation Coaching
    Dayton, OH
  • 01/2026 → Present
    Russell Smart Insight Tax Advisors, Llc
    Dayton, OH
Previous Registrations
Other Businesses

1.) Russell Total Wealth & Wellness; Yes Investment Related; One Russell Place, Dayton, OH 45409; Insurance Sales; POSITION Wealth Advisor; START DATE: 01/2021; Approx. 20 hours a month; Approx. 20 hours during trading; Insurance Sales and Services. 2.) Dayton Children's Hospital Planned Giving Advisory Committee; Not Investment Related; One Children's Plaza, Dayton, OH 45404; Advisory Committee; Position: Board Chair; Start Date: 12/2019; Approx. 1 hour a month; Approx 1 hour during trading; Conduct committee quarterly meetings. 3.) Russell Smart Insight Tax Advisors, LLC; Investment Related: No; One Russell Place, Dayton OH 45409; Personal and Business tax preparation, Planning, and Bookkeeping; Minority Partner; Start Date 01/2026; Approx hours per month: 5; Approx hours during trading: 0; Contributor to strategic vision, growth initiatives, and future acquisition. 4.)Russell Smart Insight Tax Advisors, LLC; Investment Related: No; One Russell Place, Dayton OH 45409; Accounting firm & tax preparation; Minority Owner; Start Date 01/2026; Approx hours per month: 1; Approx hours during trading: 0; Serve in a leadership role, offering guidance on the direction of the business and reviewing financials for the business. 5.) Next Generation Coaching; Investment Related: No; One Russell Place, Dayton OH 45409; Coaching Program; Professor/Coach; Start Date 11/2025; Approx hours per month: 10; Approx hours during trading: 5; I am one of 4 coaching "professors" that make up the Next Generation Coaching Group.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-01-04
  • S66 Uniform Combined State Law Examination
    2012-01-04
Other Names
  • Andie K. Doller
  • Andie K Doller

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