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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-04-19 |
Branch Locations
2950 Sw Mcclure Rd Ste B, Topeka, KS 66614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 02/2020 | Present |
| Capitol Federal | Topeka | KS | 04/2018 | 02/2020 |
| Great Plains Federal Credit Union | Salina | KS | 08/2017 | 02/2020 |
| Commerce Bank | Hutchinson | KS | 02/2016 | 08/2017 |
| Ae Financial Services, Llc | Topeka | KS | 08/2020 | Present |
| Advisors Excel | Topeka | KS | 06/2022 | Present |
1.) AEWM; YES INVESTMENT RELATED; 2950 SW MCCLURE, TOPEKA, KS 66614; REGISTERED INVESTMENT ADVISER; SENIOR BACKOFFICE SPECIALIST; START DATE 02/2020; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING 2.) ADVISORS EXCEL POSITION: DAM Specialist NATURE: FMO INVESTMENT RELATED: No NUMBER OF HOURS: 1000 SECURITIES TRADING HOURS: 1000 START DATE: 10/01/2023 ADDRESS: 2950 SW McClure Rd, Topeka KS 66614, United States DESCRIPTION: I am the DAM Specialist, I manage the system that organizes all of our creative assets.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-05 |
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