John-Todd Nelson Mcdaniel

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2012 → 01/2019
  Mcdaniel Financial
  Shreveport, LA
• 03/2019 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 07/2017 → 03/2019
  Brookstone Capital Management Llc
  Wheaton, IL
• 01/2019 → Present
  Mcdaniel Wealth, Llc Dba Mcdaniel Financial
  Shreveport, LA

Previous Registrations

• 2017-07-14 → 2019-03-04
  Brookstone Capital Management Llc
  Shreveport, LA
  Wheaton, IL

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

• S65 Uniform Investment Adviser Law Examination
  2017-05-18

Other Names

• Jt Mcdaniel