Best Investors Account Sign in
Inactive

Eric Brent Allen Ottesen

Ae Wealth Management, LLC

Eugene, OR

Claim This Profile
Current Employers
Ae Wealth Management, Llc

2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2019-02-01
  • OR RA
    APPROVED
    Since 2019-02-01

Branch Locations

2896 Crescent Ave Ste 101, Eugene, OR 97408 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ae Wealth Management, Llc Topeka KS 02/2019 Present
Onwealth Retirement Resources Llc Eugene OR 10/2018 10/2020
Bridge Retirement Resources Llc Eugene OR 01/2005 Present
  • 02/2019 → Present
    Topeka, KS
  • 10/2018 → 10/2020
    Onwealth Retirement Resources Llc
    Eugene, OR
  • 01/2005 → Present
    Bridge Retirement Resources Llc
    Eugene, OR
Other Businesses

BRIDGE RETIREMENT RESOURCES, LLC; INVESTMENT-RELATED; 2896 CRESCENT AVE., SUITE 101 EUGENE, OR 97408; INSURANCE SALES AND SERVICE; OWNER/FOUNDER; 1/2005; 160 HOURS PER MONTH; 160 HOURS PER MONTH; SALES OF FIXED INSURANCE PRODUCTS.

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

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Eugene, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor