Karyn E Damschen

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

• 06/2021 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 04/2019 → Present
  Damschen Group, Llc, Dba Damschen Financial Planning
  Tucson, AZ
• 10/2013 → 04/2019
  Retirement Evolutions Financial And Insurance Services
  Tucson, AZ
• 05/2021 → Present
  Damschen Wealth Management Llc
  Tucson, AZ

Other Businesses

1.) DAMSCHEN GROUP, LLC, DBA DAMSCHEN FINANCIAL PLANNING; YES INVESTMENT-RELATED; 1045 N VIA VERANO, TUCSON, AZ 85710; INSURANCE SALES; OWNER/ MEMBER; START DATE 04/2019; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2) GIRL SCOUTS OF SOUTHERN AZ; NOT INVESTMENT RELATED; 4300 E. BROADWAY BLVD, TUCSON, AZ 85711; NON PROFIT SUPPORTING GIRLS AGES 5-18; DIRECTOR; 6/2025; 10HRS/MO; 5HRS/MO DURING SECURITIES TRADING HOURS; BOARD POSITION WILL LIKELY INCLUDE SERVING ON A COMMITTEE, ATTENDING EVENTS AND SUPPORTING THE MISSION OF THE ORGANZIATION IN THE COMMUNITY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-06

Other Names

• Karyn Synnestvedt