Michael Wayne Kolasa

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

• 02/2006 → Present
  Epic Planning, Llc
  Martinsburg, WV
• 01/2020 → 02/2020
  Change Path, Llc
  Leawood, KS
• 02/2020 → Present
  Ae Wealth Management, Llc
  Topeka, KS

Previous Registrations

• 2020-01-10 → 2020-02-24
  Creativeone Wealth, Llc
  Overland Park, KS
  Martinsburg, WV

Other Businesses

1.)EPIC PLANNING LLC; YES INVESTMENT RELATED; 2809 CHARLES TOW RD., MARTINSBURG, WV 25405; LIFE INSURANCE AND ANNUITY SALES; INSURANCE AGENT; START DATE 02/2006; APPROX 120 HOURS/MONTH; APPROX 120 HOURS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.)THE HUB CO-OP, LLC; YES INVESTMENT RELATED; 126 E. BURKE ST, MARTINSBURG, SV 25401; OWNER; REAL ESTATE; START DATE 10/2018; APPROX 2 HOURS/MONTH; APPROX 0 HOURS/MONTH DURING TRADING; LEASING OFFICES RUN BY A HIRED MANAGER.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-31

Other Names

• Michael Kolasa