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Stephen Lowell Zannetti

Ae Wealth Management, LLC

Troy, MI

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Current Employers
Ae Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-02-07
  • MI RA
    APPROVED
    Since 2022-02-07

Branch Locations

880 West Long Lake Road Suite 520, Troy, MI 48098 • 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
Flagstar Bank Troy MI 08/2017 04/2019
Abercrombie & Fitch Novi MI 03/2017 08/2017
Moosejaw Mountaineering Detroit MI 09/2015 07/2018
Vineyard Vines Troy MI 05/2016 03/2017
Citizens Securities Warren MI 04/2019 01/2022
Citizens Bank Warren MI 04/2019 01/2022
Ae Wealth Management, Llc Topeka KS 02/2022 Present
Burzynski Group Retirement Solutions Troy MI 01/2022 Present
  • 08/2017 → 04/2019
    Flagstar Bank
    Troy, MI
  • 03/2017 → 08/2017
    Abercrombie & Fitch
    Novi, MI
  • 09/2015 → 07/2018
    Moosejaw Mountaineering
    Detroit, MI
  • 05/2016 → 03/2017
    Vineyard Vines
    Troy, MI
  • 04/2019 → 01/2022
    Citizens Securities
    Warren, MI
  • 04/2019 → 01/2022
    Citizens Bank
    Warren, MI
  • 02/2022 → Present
    Topeka, KS
  • 01/2022 → Present
    Burzynski Group Retirement Solutions
    Troy, MI
Previous Registrations
  • 2020-11-03 → 2022-01-19
    Birmingham, MI
    Southfield, MI
    Fairlawn, OH
    Bloomfield Hills, MI
    Birmingham, MI
    Warren, MI
    Warren, MI
    Lake Orion, MI
    Chesterfield Township, MI
    Warren, MI
Other Businesses

1.)Burzynski Group Retirement Solutions; Yes, Investment Related; 880 West Long Lake Road Suite 520, Troy MI 48098; Insurance Sales; Wealth Advisor; Start Date 01/2022; Approx. 160 hours a month; Approx. 160hours during trading; Insurance Sales and Services.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-02
S63 Uniform Securities Agent State Law Examination 2019-07-24
  • S65 Uniform Investment Adviser Law Examination
    2020-11-02
  • S63 Uniform Securities Agent State Law Examination
    2019-07-24

View on SEC IAPD

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