Cole Delford Czajkoski

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

• 09/2020 → Present
  Freedom Financial Group
  Birmingham, AL
• 04/2018 → 08/2020
  United Parcel Service
  Raleigh, SC
• 08/2017 → 04/2018
  Unemployed
  Auburn, AL
• 04/2017 → 08/2017
  United Parcel Service
  Atlanta, GA
• 08/2016 → 04/2017
  Unemployed
  Auburn, AL
• 06/2021 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 09/2020 → Present
  Hill Wealth Management Dba Freedom Financial Group
  Birmingham, AL

Other Businesses

Hill Wealth Management DBA Freedom Financial Group; Yes, Investment Related; 2057 Valleydale Road, Suite 200, Birmingham AL 35244; Insurance Sales; Lead Wealth Advisor: Start Date 09/2020; Approx. 200 hours a month; Approx. 200 hours during trading; Insurance Sales and Services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-14

Other Names

• Cole Czajkoski