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Current Employers
Ae Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-11-23
NE RA APPROVED 2025-06-25
  • TX RA
    APPROVED_RES
    Since 2025-11-23
  • NE RA
    APPROVED
    Since 2025-06-25

Branch Locations

6301 S. 58Th St., Lincoln, NE 68516 • 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
Mutual Of Omaha Overland Park KS 08/2012 06/2018
Mutual Of Omaha Investor Services, Inc Overland Park KS 07/2014 06/2018
Mutual Of Omaha Investor Services, Inc Overland Park KS 07/2016 06/2018
Futurity First Lincoln NE 06/2018 10/2019
Shunkwiler Financial Lincoln NE 10/2019 Present
Great Point Capital, Llc Chicago IL 06/2025 Present
Ae Wealth Management Llc Topeka KS 06/2025 Present
Quincy Wells Capital, Llc Chicago IL 05/2026 Present
Previous Registrations
Other Businesses

1)AE Wealth Management LLC; Yes, Investment Related; 2950 SW McClure Road, Topeka, KS 66614; Investment Advisor Representative Investment Advice for fee; Start Date 06/2025; Approx. 40 hours a month; Approx. 40 hours during trading; Securities Sales and Services. 2) Shunkwiler Financial; Yes, Investment Related; 1500 S 70th STREET STE 201, LINCOLN, NE 68506; Insurance Sales; POSITION: Advisor; Start Date 6/25; Approx. 120 hours a month; Approx. 120 hours during trading; Meeting with clients and offering fixed products that may make sense for their financial plan. 3)Great Point: YES; 200 W. Jackson Blvd, Suite 1000, Chicago, IL 60606; Registered Rep; Broker-Dealer; 6/2025; Approx. 150-220 HRS/Month; Approx. 6.5 HRS During Trading Hours; Sell Direct Business and Alternative investments.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-16
S63 Uniform Securities Agent State Law Examination 2014-09-10
  • S65 Uniform Investment Adviser Law Examination
    2016-06-16
  • S63 Uniform Securities Agent State Law Examination
    2014-09-10

View on SEC IAPD

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