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Miles Irvin Morrissey

Ae Wealth Management, LLC

Lenexa, KS

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Current Employers
Ae Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-04-28
  • KS RA
    APPROVED
    Since 2025-04-28

Branch Locations

8801 Renner Blvd, Lenexa, KS 66219-9717 • 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
Ubs Financial Services Inc. Lincoln NE 01/2020 03/2024
Nelnet Lincoln NE 08/2019 01/2020
Northstar Financial Services Omaha NE 06/2019 08/2019
Education Lincoln NE 12/2018 06/2019
U.S Senator Ben Sasse Office Lincoln NE 08/2018 12/2018
Education Lincoln NE 07/2017 08/2018
Norfolk Country Club Norfolk NE 06/2015 07/2017
Smart Wealth Llc Omaha NE 04/2024 04/2025
Retire Smart, Llc Omaha NE 04/2024 04/2025
Ae Wealth Management, Llc Topeka KS 04/2025 Present
Ae Financial Services, Llc Topeka KS 04/2025 Present
  • 01/2020 → 03/2024
    Lincoln, NE
  • 08/2019 → 01/2020
    Nelnet
    Lincoln, NE
  • 06/2019 → 08/2019
    Northstar Financial Services
    Omaha, NE
  • 12/2018 → 06/2019
    Education
    Lincoln, NE
  • 08/2018 → 12/2018
    U.S Senator Ben Sasse Office
    Lincoln, NE
  • 07/2017 → 08/2018
    Education
    Lincoln, NE
  • 06/2015 → 07/2017
    Norfolk Country Club
    Norfolk, NE
  • 04/2024 → 04/2025
    Omaha, NE
  • 04/2024 → 04/2025
    Retire Smart, Llc
    Omaha, NE
  • 04/2025 → Present
    Topeka, KS
  • 04/2025 → Present
    Ae Financial Services, Llc
    Topeka, KS
Previous Registrations
Other Businesses

AE Wealth Management LLC POSITION: Associated Person NATURE: Investment Advice for fee INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE 04/2025 ADDRESS: 2950 SW McClure Road, Topeka, KS 66614

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-05
  • S66 Uniform Combined State Law Examination
    2021-02-05
Designations
Other Names
  • Miles Morrissey

View on SEC IAPD

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