Dallas A Collins

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

• 09/2015 → 08/2018
  Cfd Investments, Inc.
  Kokomo, IN
• 08/2018 → Present
  Madison Avenue Securities, Llc
  San Diego, CA
• 08/2018 → 11/2025
  Boys And Collins Financial
  Martinsville, IN
• 07/2025 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 11/2025 → Present
  Collins & Associates, Llc
  Martinsville, IN

Other Businesses

1) Madison Avenue Securities; 13500 Evening Creek Drive N Suite 555, San Diego CA 92128; Yes, Investment Related; Broker Dealer; Registered Representative; Start Date 08/2018; Approx.160 hours a month; Approx. 160 during trading; Securities Sales and Service 2) AE Wealth Management LLC; Yes, Investment Related; 2950 SW McClure Road, Topeka, KS 66614; Investment Advisor Representative Investment Advice for fee; Start Date 7/2025; Approx. 160 hours a month; Approx. 160 hours during trading; Securities Sales and Services 3) Notary Public for Indiana; Non investment Related; 458 S. Main St. Martinsville, IN 46151; Notary Public; Notary Services; 7/2025; Approx. 1hr a month; Approx. 1hr. during trading; Notary Services 4) Collins & Associates, LLC; Investment Related: Yes; 458 S Main St, Martinsville, IN 46151; Comprehensive Financial Services combining Investment Management, Financial Planning, and Retirement Planning Services; Position: Owner/Operator; 30 Hours Per Week; Start Date: 1/7/2026 5) Collins & Associates Insurance Solutions LLC; Not Investment Related; 458 S Main Street, Martinsville, IN 46151; Insurance Sales; Owner/Operator; 1/28/2026; 12hrs/Mo; 12hrs/Mo during Securities Trading Hours; Selling Insurance Products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-14
• S63 Uniform Securities Agent State Law Examination
  2012-06-16