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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Law Office Of Walter E. Bak | Northampton | MA | 12/1983 | Present |
| Woloshin Investment Management, Llc | Northampton | MA | 03/2015 | 09/2018 |
| Ae Wealth Management, Llc | Topeka | KS | 09/2018 | Present |
1.) LAW OFFICE OF WALTER E. BAK; 7 CONZ STREET, NORTHAMPTON, MA 01060; LAW OFFICE, LEGAL ESTATE PLANNING SERVICES, INSURANCE SALES; OWNER; START DATE 12/1983; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; PRACTICE OF LAW, CONCENTRATION ON ESTATE PLANNING AND RELATED ELDER LAW ISSUES. INSURANCE/ANNUITY SALES AND SERVICES AND REAL ESTATE SERVICES THAT ARE ANCILLARY TO THE PRACTICE OF LAW.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-01 |
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