Sarah Houston Ziese

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

• 08/2011 → 05/2018
  Katy Isd
  Katy, TX
• 08/2018 → 08/2020
  Axa Equitable Advisors
  Houston, TX
• 03/2021 → 06/2022
  The O.N. Equity Sales Company
  Cincinnatti, OH
• 08/2020 → 06/2025
  Multiple Carriers
  Houston, TX
• 06/2022 → 06/2025
  Tip Group Llc
  Houston, TX
• 05/2025 → Present
  American Heritage Financial
  Houston, TX
• 10/2024 → Present
  Ziese Home Services Llc
  Houston, TX
• 03/2022 → 11/2024
  One America Financial
  Indianapolis, IN
• 07/2026 → Present
  Ae Financial Services, Llc
  Topeka, KS
• 07/2026 → Present
  Ae Wealth Management, Llc
  Topeka, KS

Previous Registrations

• 2022-09-09 → 2025-06-11
  Tip Group Llc
  Houston, TX
• 2021-05-03 → 2022-06-15
  On Investment Management Co
  Houston, TX
• 2020-07-08 → 2020-09-11
  Equitable Advisors, Llc
  Houston, TX
  Houston, TX
  Houston, TX
  The Woodlands, TX

Other Businesses

1. American Heritage Financial; 3155 Gateway Lane, Cantonment, FL 32533; Non-Variable Insurance Sales; Agent; Start Date 5/2025; Investment-Related; Approx 160 Hrs/Month, 160 Hrs/Month during trading hours; Insurance Sales and Services. 2. AE Financial Services LLC; Yes, Investment Related; 2950 SW McClure Road, Topeka, KS 66614; Broker Dealer; Registered Representative; Start Date 07/2026; Approx.160 hours a month; Approx. 160 during trading; Securities Sales and Services. 3. AE Wealth Management LLC; Yes, Investment Related; 2950 SW McClure Road, Topeka, KS 66614; Investment Advisor Representative Investment Advice for fee; Start Date 07/2026; Approx. 160 hours a month; Approx. 160 hours during trading; Securities Sales and Services. 4. Ziese Home Services LLC; Not Investment Related; 9114 Ridge Breeze, San Antonio, TX 78250; Cleaning Service; Owner; Start Date: 10/2024; Approx. 5 hours a month; Approx. 0 hours during trading; Residential and Commercial Cleaning Services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-01
• S63 Uniform Securities Agent State Law Examination
  2018-08-10

Other Names

• Sarah Houston Pointer
• Sarah Houston Ziese
• Sarah Houston Ziese
• Sarah H Pointer