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Kyle Steven Reznicek

Ae Wealth Management, LLC

Papillion, NE

CRD 5409571

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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:

Current Employers
Ae Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2022-08-11
NE RA APPROVED 2022-08-10
  • KS RA
    APPROVED
    Since 2022-08-11
  • NE RA
    APPROVED
    Since 2022-08-10

Branch Locations

Papillion, NE • 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
Securities America Inc. La Vista NE 09/2011 07/2022
Securities America Advisors La Vista NE 09/2011 07/2022
Ae Financial Services, Llc Topeka KS 08/2022 Present
Ae Wealth Management, Llc Topeka KS 08/2022 Present
  • 09/2011 → 07/2022
    Securities America Inc.
    La Vista, NE
  • 09/2011 → 07/2022
    Securities America Advisors
    La Vista, NE
  • 08/2022 → Present
    Ae Financial Services, Llc
    Topeka, KS
  • 08/2022 → Present
    Topeka, KS
Previous Registrations
  • 2011-10-03 → 2022-07-29
    Securities America Advisors, Inc.
    La Vista, NE
    Omaha, NE
    La Vista, NE
  • 2009-03-13 → 2011-08-16
    Td Ameritrade, Inc.
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
  • 2009-03-13 → 2011-08-16
    Td Ameritrade Investment Management, Llc
    Omaha, NE
Other Businesses

AEWM; YES INVESTMENT RELATED; 2950 SW MCCLURE, TOPEKA, KS 66614; REGISTERED INVESTMENT ADVISER; SUPERVISORY CONTROLS SPECIALIST; START DATE 08/2022; APPROX 160 HRS/MONTH; APPROX 120 HRS/MONTH DURING TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-03-12
S63 Uniform Securities Agent State Law Examination 2008-04-04
  • S66 Uniform Combined State Law Examination
    2009-03-12
  • S63 Uniform Securities Agent State Law Examination
    2008-04-04

View on SEC IAPD

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