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Michael Mccoy Klebba

Ae Wealth Management, LLC

Troy, MI

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Current Employers
Ae Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-09-28
  • MI RA
    APPROVED
    Since 2021-09-28

Branch Locations

880 West Long Lake Road Suite 520, Troy, MI 48098 • 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
Charles Schwab & Co., Inc Southfield MI 04/2011 09/2021
Burzynski Group Retirement Solutions Troy MI 09/2021 Present
Ae Wealth Management Topeka KS 09/2021 Present
  • 04/2011 → 09/2021
    Southfield, MI
  • 09/2021 → Present
    Burzynski Group Retirement Solutions
    Troy, MI
  • 09/2021 → Present
    Ae Wealth Management
    Topeka, KS
Previous Registrations
  • 2011-04-25 → 2021-09-20
    Novi, MI
  • 2009-11-13 → 2011-04-05
    Troy, MI
    Royal Oak, MI
    Royal Oak, MI
    Detroit, MI
    Troy, MI
    W. Bloomfield, MI
    Troy, MI
    Clawson, MI
    Farmington Hills, MI
    Madison Hgt, MI
    Birmingham, MI
    Bingham Farms, MI
    Bloomfield Hills, MI
    Troy, MI
    Southfield, MI
    Bloomfield Hills, MI
    Troy, MI
    Berkley, MI
    Royal Oak, MI
    Royal Oak, MI
  • 2009-08-07 → 2009-11-13
    Natcity Investments, Inc.
    Shelby Twp, MI
    Bloomfield Hills, MI
    Bloomfield Hills, MI
    Bingham Farms, MI
    Troy, MI
    Southfield, MI
    Washington, MI
Other Businesses

1.) Burzynski Group Retirement Solutions; Yes Investment Related; 880 W Long Lake Road Suite 520, Troy MI 48098; Insurance and Annuities; Start date 09/2021; 160 hours a month; 160 hours during trading; Offering Insurance and annuity products

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-08-06
S63 Uniform Securities Agent State Law Examination 2004-06-28
  • S66 Uniform Combined State Law Examination
    2009-08-06
  • S63 Uniform Securities Agent State Law Examination
    2004-06-28

View on SEC IAPD

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