Kenneth Patrick Nowland

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

• 01/2019 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 04/2007 → 08/2020
  United Financial Solutions, Llc
  Prescott, AZ
• 10/2018 → Present
  Onwealth Retirement Resources Llc
  Eugene, OR
• 08/2020 → Present
  Summit Retirement Services
  Flagstaff, AZ

Other Businesses

SUMMIT RETIREMENT SERVICES; YES INVESTMENT RELATED; 421 E. MOELLER ST., PRESCOTT, AZ 86301; INSURANCE SALES; OWNER; START DATE 08/2020; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-20