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John-Todd Nelson Mcdaniel

Ae Wealth Management, LLC

Shreveport, LA

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Current Employers
Ae Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2019-03-01
TX RA APPROVED 2019-03-01
  • LA RA
    APPROVED
    Since 2019-03-01
  • TX RA
    APPROVED
    Since 2019-03-01

Branch Locations

6969 Fern Loop Ste 203, Shreveport, LA 71105 • 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
Mcdaniel Financial Shreveport LA 11/2012 01/2019
Ae Wealth Management, Llc Topeka KS 03/2019 Present
Brookstone Capital Management Llc Wheaton IL 07/2017 03/2019
Mcdaniel Wealth, Llc Dba Mcdaniel Financial Shreveport LA 01/2019 Present
Previous Registrations
Other Businesses

1.) MCDANIEL WEALTH, LLC DBA MCDANIEL FINANCIAL;INVESTMENT RELATED; 6969 FERN LOOP, STE 203, SHREVEPORT, LS 71105; INSURANCE SALES AND SERVICE; OWNER; 01/2019; 180 HRS PER MONTH; 180 HRS/MONTH TRADING; SALES OF FIXED INSURANCE PRODUCTS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-18
  • S65 Uniform Investment Adviser Law Examination
    2017-05-18
Other Names
  • Jt Mcdaniel

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · SHREVEPORT, LA
CYPRESS FUND MANAGEMENT, LLC · SHREVEPORT, LA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SHREVEPORT, LA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SHREVEPORT, LA
ADKINS SEALE CAPITAL MANAGEMENT LLC · SHREVEPORT, LA
HMV WEALTH ADVISORS, LLC · SHREVEPORT, LA
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · Shreveport, LA
MORGAN STANLEY · Shreveport, LA

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