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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-21 |
| KS | RA | APPROVED | 2018-06-28 |
Branch Locations
2950 Sw Mcclure Rd Ste B, Topeka, KS 66614 • United States
Topeka, KS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 06/2018 | Present |
| Advisors Excel | Topeka | KS | 02/2016 | 12/2018 |
| Bluestem Wealth Management, Llc | Topeka | KS | 01/2018 | 08/2025 |
| Advisors Excel | Topeka | KS | 12/2018 | 11/2019 |
| Advisors Excel | Topeka | KS | 11/2019 | Present |
| 827 Topeka, Llc | Topeka | KS | 10/2022 | Present |
| The Retirement Co. | Topeka | KS | 01/2025 | Present |
1) 827 TOPEKA, LLC; NOT INVESTMENT RELATED; 301 SW WHITEHALL LN TOPEKA, KS 66606; RENTAL PROPERTIES; OWNER; 10/31/2022; 4HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; SELECTING & PURCHASING RENTAL PROPERTIES. 2) THE RETIREMENT CO.; NOT INVESTMENT RELATED; 7500 SW OXFORDSHIRE RD, TOPEKA, KS 66614; INSURANCE; OWNER; 1/1/2025; 10HRS/MO; 10HRS/MO DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-16 |
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