Bryan Ernest Leake

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

• 07/2007 → 02/2023
  Ameriprise Financial Services, Inc.
  Arlington, TX
• 09/2023 → 01/2024
  Hightower Advisors
  Chicago, IL
• 04/2024 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 02/2024 → Present
  Biltmore Financial Services
  Mansfield, TX
• 07/2007 → 02/2023
  The Keever Group
  Arlington, TX
• 02/2023 → 09/2023
  Unemployed
  Cleburne, TX
• 09/2023 → 01/2024
  Wellspring Associates
  Arlington, TX

Previous Registrations

• 2024-01-18 → 2024-02-01
  Hightower Advisors, Llc
  Chicago, IL
  Arlington, TX
• 2007-08-09 → 2023-02-15
  Ameriprise Financial Services, Llc
  Arlington, TX
• 2007-04-18 → 2007-07-12
  Ameriprise Financial Services, Llc
  Fort Worth, TX

Other Businesses

1) Biltmore Financial Services; Yes Investment Related; 717 Hwy 287 N, Ste 601 Mansfield, TX 76063; Financial/Retirement Planning, Investing, Life Insurance & Annuities; Paraplanner; 02/2024; Approx. 176hrs/Mo; Approx. 130hrs/Mo during securities trading hours; Analyze client documents and information, work with lead advisor to create and implement long-term solutions for client financial health in retirement.

Exams

• S66 Uniform Combined State Law Examination
  2007-04-17