Brian Patrick Sutherland

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

• 02/2004 → 05/2021
  Perdoceo Education Corporation
  Schaumburg, IL
• 05/2021 → 04/2023
  Lpl Financial, Llc
  Lake Forest, IL
• 05/2021 → 04/2023
  Tsfg, Llc
  Lake Forest, IL
• 11/2023 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 06/2023 → Present
  Guardian Wealth Advisory Group
  Elgin, IL
• 06/2021 → 10/2023
  Oxbow Financial, Llc
  Lake Forest, IL

Other Businesses

Guardian Wealth Advisory Group; Not Investment Related; 81 Market Street, Suite 5, Elgin IL 60123; 3/31/2024; Insurance and annuity sales and marketing; Client Services Specialist; Approx. 160hrs/Mo; Approx. 96hrs/Mo during Securities Trading Hours; Back office support/client service specialist.

Exams

• S66 Uniform Combined State Law Examination
  2021-11-15