Heather Leigh Hernandez

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

• 05/2006 → 09/2018
  Senior Planning Agency
  Huntsville, AL
• 10/2020 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 09/2018 → Present
  Alliance Wealth Management Group
  Huntsville, AL

Other Businesses

1.) ALLIANCE WEALTH MANAGEMENT GROUP; YES INVESTMENT RELATED; 600 BOULEVARD SOUTH, SUITE 302 HUNTSVILLE, AL 35802; INSURANCE SALES; (TITLE); START DATE 09/2018 APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. AFEA POSITION: Assistant to the instructor NATURE: Financial education INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 8514 McAlpine Park Drive, #280, Charlotte NC 28211, United States DESCRIPTION: Assist with educating attendees on Social Security and Medicare Benefits.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-03

Other Names

• Heather Nelson
• Heather Hernandez