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Beth Michele Garlick

Ae Wealth Management, LLC

Topeka, KS

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Current Employers
Ae Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2022-09-28
  • KS RA
    APPROVED
    Since 2022-09-28

Branch Locations

2950 Sw Mcclure Rd Ste B, Topeka, KS 66614 • 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
Waddell & Reed Overland Park KS 06/2016 12/2017
Impact Sports Ministries Dba Impact Soccer Club Overland Park KS 06/2016 06/2018
Ivg Restaurant Solutions Lenexa KS 01/2018 08/2019
Changepath, Llc Leawood KS 08/2019 Present
Ae Wealth Management, Llc Topeka KS 09/2022 Present
Ae Financial Services, Llc Topeka KS 09/2022 Present
Creativeone Wealth Overland Park KS 08/2019 08/2022
  • 06/2016 → 12/2017
    Waddell & Reed
    Overland Park, KS
  • 06/2016 → 06/2018
    Impact Sports Ministries Dba Impact Soccer Club
    Overland Park, KS
  • 01/2018 → 08/2019
    Ivg Restaurant Solutions
    Lenexa, KS
  • 08/2019 → Present
    Changepath, Llc
    Leawood, KS
  • 09/2022 → Present
    Topeka, KS
  • 09/2022 → Present
    Ae Financial Services, Llc
    Topeka, KS
  • 08/2019 → 08/2022
    Creativeone Wealth
    Overland Park, KS
Previous Registrations
  • 2019-08-20 → 2022-08-25
    Overland Park, KS
  • 2016-08-08 → 2017-12-31
    Waddell & Reed
    Overland Park, KS
  • 2015-04-01 → 2016-07-05
    Vsr Financial Services, Inc.
    Overland Park, KS
Other Businesses

AE Wealth Management LLC POSITION: Investment Advisor Representative NATURE: Investment Advice for fee INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE 09/2022 ADDRESS: 2950 SW McClure Road, Topeka, KS 66614 DESCRIPTION: Securities Sales and Services

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-20
  • S66 Uniform Combined State Law Examination
    2015-03-20
Other Names
  • Beth Michele Grosser
  • Beth Michele Ward
  • Beth Michele Ward-Garlick

View on SEC IAPD

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