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Danielle Dimarzio

Ae Wealth Management, LLC

Topeka, 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 2020-06-16
  • KS RA
    APPROVED
    Since 2020-06-16

Branch Locations

2950 Sw Mcclure Rd Ste B, Topeka, KS 66614 • 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
Ae Wealth Management, Llc Topeka KS 09/2018 Present
Tom Perkuhn- Sherlter Insurance Topeka KS 07/2018 08/2018
Kansas Builders Insurance Group Topeka KS 08/2016 06/2018
  • 09/2018 → Present
    Topeka, KS
  • 07/2018 → 08/2018
    Tom Perkuhn- Sherlter Insurance
    Topeka, KS
  • 08/2016 → 06/2018
    Kansas Builders Insurance Group
    Topeka, KS
Other Businesses

AE Wealth Management, LLC; YES INVESTMENT RELATED;2950 SW McClure Rd Topeka KS 66614; Registered Investment Adviser; Asspciated Person; APPROX 160 HRS/MONTH; APPROX 120 HRS/MONTH DURING TRADING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-20
  • S65 Uniform Investment Adviser Law Examination
    2019-12-20
Other Names
  • Danielle Pletcher
  • Danielle Carson
  • Danielle Marie Dimarzio

View on SEC IAPD

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