Nathan James Barger

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

• 02/2016 → 05/2018
  Lincoln Financial Distributors
  Fort Wayne, IN
• 04/2009 → Present
  R & C Farms
  Decatur, IN
• 01/2020 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 05/2018 → Present
  Runestad Financial Services
  Fort Wayne, IN
• 06/2018 → 12/2019
  Corecap Advisors
  Southfield, MI

Previous Registrations

• 2018-06-18 → 2020-01-17
  Corecap Advisors
  Decatur, IN
  Southfield, MI

Other Businesses

1.) RUNESTAD FINANCIAL SERVICES; YES INVESTMENT RELATED; 3925 UNION CHAPEL RD, FORT WAYNE, IN 46845; INSURANCE SALES; INVESTMENT ADVISOR REPRESENTATIVE; START DATE 05/2018; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) R AND C FARMS; NOT INVESTMENT RELATED; ; FARM HAND ; START DATE 04/2009; APPROX 10 HRS/MONTH; APPROX 10 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 3.) PEACE MONTESSORI SCHOOL; NOT INVESTMENT RELATED; 2315 LONG ROAD, NEW HAVEN, IN 46774; PRIVATE, NONPROFIT SCHOOL; BOARD MEMBER; START DATE: 01/2026; APPROX 1 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; BOARD MEETINGS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-06-25
• S65 Uniform Investment Adviser Law Examination
  2018-06-18