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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2016-04-25 |
Branch Locations
805 New Hampshire St Ste B, Lawrence, KS 66044 • United States
917 Sw Topeka Blvd, Topeka, KS 66612 • United States
10560 Barkley St Ste 330, Overland Park, KS 66212 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miller Retirement Group | Lawrence | KS | 12/2010 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 04/2016 | Present |
1.) MILLER RETIREMENT GROUP; YES INVESTMENT RELATED; 805 NEW HAMPSHIRE STE B, LAWRENCE, KS 66049; INSURANCE PRODUCER FOR LIFE AND ANNUITIES; OWNER; START DATE 12/2010; APPROX 120-160 HOURS HRS/MONTH; APPROX 120 HOURS DURING TRADING; MARKETING FOR RETIREMENT INCOME PROSPECTS, MEETING WITH PROSPECTIVE CLIENTS, IDENTIFYING NEEDS, PRESENTING AND CLOSING SOLUTIONS. 2.) R 72 REAL ESTATE LLC; YES INVESTMENT RELATED; 1326 KANZA DR, LAWRENCE, KS, 66609; REAL ESTATE; OWNER; START DATE 11/2019; APPROX 8 HRS/MONTH, APPROX 0 HOURS/MONTH DURING TRADING; FIND REAL ESTATE FOR RENTAL PROPERTIES. 3.) M&M REAL ESTATE HOLDINGS, LLC; YES INVESTMENT RELATED; 1326 KANZA DR., LAWRENCE, KS 66049; REAL ESTATE INVESTMENT PROPERTIES; PARTNER; START DATE 12/18/2020; APPROX 15 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; FIND REAL ESTATE FOR RENTAL PROPERTIES. 4.) PREPARE INSTITUTE; NOT INVESTMENT RELATED; 805 NEW HAMPSHIRE ST, STE B, LAWRENCE, KS 66044; DEVELOP COLLEGE STYLE COURSES ON RETIREMENT PLANNING THAT THE ADVISOR CAN THEN USE TO MARKET THEIR SERVICES TO PROSPECTIVE CLIENTS; CUSTOMER; 10/2025; APPROX 8HRS/MO; APPROX 0HRS/MO DURING SECURITIES TRADING HOURS; UTILIZING THIS COMPANY AS A MARKETING PARTNER FOR THE DEVELOPMENT OF THE COLLEGE STYLE COURSE AND THE MARKETING TO PROSPECTIVE CLIENTS. 5.) ESTATE PLANNING DOCUMENTS SERVICES; NOT INVESTMENT RELATED; 805 NEW HAMPSHIRE ST, STE B, LAWRENCE, KS 66044; ESTATE PLANNING; FACILITATOR; 8/13/2026; APPROX. 5HRS/MO; APPROX. 5HRS/MO DURING SECURITIES TRADING HOURS; INTRODUCE, COORDINATE, AND PROVIDE ACCESS TO PLATFORM FOR CLIENTS TO PREPARE ESTATE PLANNING DOCUMENTS. 6.) TERMS LEGACY, LLC; NOT INVESTMENT RELATED; 805 NEW HAMPSHIRE ST, STE B, LAWRENCE, KS 66044; ESTATE PLANNING; OWNER; 8/13/2026; APPROX. 5HRS/MO; APPROX. 5HRS/MO DURING SECURITIES TRADING HOURS; I WILL OVERSEE ONE EMPLOYEE WHO I HAVE PUT IN CHARGE OF THIS INITIATIVE. I MAY MAKE SUGGESSTIONS TO CURRENT CLIENTS AND PROSPECTS WHO MAY NEED HELP WITH THE ESTATE PLANNING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-24 |
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