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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-04-16 |
Branch Locations
2950 Sw Mcclure Rd Ste B, Topeka, KS 66614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ivy Investments, Inc | Shawnee Mission | KS | 03/2014 | 01/2021 |
| Waddell & Reed Inc | Overland Park | KS | 05/2014 | 08/2020 |
| Ae Wealth Management, Llc | Topeka | KS | 01/2021 | Present |
| Ae Financial Services, Llc | Topeka | KS | 04/2021 | Present |
1.) AEWM; YES INVESTMENT RELATED; 2950 SW MCCLURE RD SUITE B, TOPEKA, KS 66614 ; NATURE INVESTMENT ADVICE FOR FEE; DIRECTOR OF WEALTH; START DATE 01/2021; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING 2.) BEYOND SOFTBALL; NOTINVESTMENT RELATED; 26674 N GREENTREE CT. OLATHE, KS 66061; NON-PROFIT SUPPORTING INNER CITY GIRLS SOFTBALL PROGRAM; DIRECTOR/CO-FOUNDER ; START DATE: 01/2021; APPROX 1 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; 501C-3
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-17 |
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