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Elizabeth Danielle Borders

Ae Wealth Management, LLC

Bowling Green, KY

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Current Employers
Ae Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2024-07-16
TX RA APPROVED 2024-06-24
  • KY RA
    APPROVED
    Since 2024-07-16
  • TX RA
    APPROVED
    Since 2024-06-24

Branch Locations

627 Eastwood St Ste A, Bowling Green, KY 42103 • 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
University Of Ky Lexington KY 08/2014 05/2017
Kctcs Lexington KY 09/2016 05/2017
Houchens Munfordville KY 01/2011 06/2017
Us Bank Cave City KY 11/2017 12/2018
Pizza Hut Cave City KY 06/2017 02/2019
Advantage National Marketing Llc Bowling Green KY 02/2019 08/2023
Magnolia Wealth Management Llc Bowling Green KY 05/2021 12/2024
Elizabeth Cook Llc Glasgow KY 07/2021 Present
Southern Kentucky Financial Services Llc Bowling Green KY 02/2019 Present
Ae Wealth Management, Llc Topeka KS 06/2024 Present
Regiss Bridal & Prom Glasgow KY 12/2018 02/2019
Magnolia Wealth Management, Llc Bowling Green KY 11/2021 12/2024
  • 08/2014 → 05/2017
    University Of Ky
    Lexington, KY
  • 09/2016 → 05/2017
    Kctcs
    Lexington, KY
  • 01/2011 → 06/2017
    Houchens
    Munfordville, KY
  • 11/2017 → 12/2018
    Us Bank
    Cave City, KY
  • 06/2017 → 02/2019
    Pizza Hut
    Cave City, KY
  • 02/2019 → 08/2023
    Advantage National Marketing Llc
    Bowling Green, KY
  • 05/2021 → 12/2024
    Magnolia Wealth Management Llc
    Bowling Green, KY
  • 07/2021 → Present
    Elizabeth Cook Llc
    Glasgow, KY
  • 02/2019 → Present
    Southern Kentucky Financial Services Llc
    Bowling Green, KY
  • 06/2024 → Present
    Topeka, KS
  • 12/2018 → 02/2019
    Regiss Bridal & Prom
    Glasgow, KY
  • 11/2021 → 12/2024
    Magnolia Wealth Management, Llc
    Bowling Green, KY
Previous Registrations
  • 2021-05-25 → 2024-12-05
    Magnolia Wealth Management Llc
    Bowling Green, KY
    Bowling Green, KY
Other Businesses

1) Elizabeth Cook LLC; Not Investment Related; 281 Bark Road, Cave City KY 42127; Rental Property Management; Owner; 07/27/2025; Approx. 10hr/Mo; 0hrs/Mo during securities trading hours; This LLC owns rental property. Primarily short-term rentals where the owner uses a third party booking system to rent out the space. 2) Southern Kentucky Financial Services; Yes Investment related; 627 Eastwood St Suite A Bowling Green, KY 42103; Insurance and Tax Services; Vice President; 02/11/2019; 160hrs/Mo; 130hrs/Mo during securities trading hours; Managing daily operations, new business, account servicing, and helps create the exceptional client experience. 3) Borders Family Farms LLC; Not Investment Related; 281 Bark Rd Cave City, KY 42127; Family Farm; Owner; 5/2024; 40hrs/Mo; 0hrs/Mo during Securities Trading Hours. I own the company, I care for the animals, I do the books and accounting. 4) Estate Planning Document Services; Not Investment Related; 627 Eastwood St., Suite A, Bowling Green KY 42103; Estate Planning; Facilitator; 8/11/2025; Approx. 15hrs/Mo; Approx. 15hrs/Mo during Securities Trading Hours; Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents. 5) SOKY Tax Services LLC; Not Investment Related; 627 Eastwood St, Suite A, Bowling Green KY 42103; Wealth.com has been approved by AEWM - I will meet with clients to create Estate Documents using this software / questionnaire. The attorneys with Wealth.com will prepare the documents and I will review them / notarize them for the client; Contractor; 7/28/2025; Approx. 24hrs/Mo; Approx. 24hrs/Mo during Securities Trading Hours; I will be the person meeting with clients, collecting information, and assisting the clients with any estate planning aspects of creating these documents. I will not be the person creating the document myself. 6) Summit Tax Partners, LLC; Not Investment Related; 627 Eastwood St, Suite A, Bowling Green KY 42103; Wealth.com has been approved by AEWM - I will meet with clients to create Estate Documents using this software / questionnaire. The attorneys with Wealth.com will prepare the documents and I will review them / notarize them for the client; Contractor; 7/28/2025; Approx. 24hrs/Mo; Approx. 24hrs/Mo during Securities Trading Hours; I will be the person meeting with clients, collecting information, and assisting the clients with any estate planning aspects of creating these documents. I will not be the person creating the document myself.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-06
  • S65 Uniform Investment Adviser Law Examination
    2021-07-06
Other Names
  • Elizabeth Danielle Borders
  • Elizabeth Danielle Cook

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