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Davis Farnsworth Beazer

Ae Wealth Management, LLC

Mesa, AZ

CRD 7194028

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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:

Current Employers
Ae Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-06-05
  • AZ RA
    APPROVED
    Since 2026-06-05

Branch Locations

Mesa, AZ • 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 05/2026 Present
Ensign Wealth Management Mesa AZ 05/2026 Present
The Vanguard Group, Inc. Scottsdale AZ 06/2022 05/2026
Taxhawk Provo UT 01/2022 06/2022
Alder Security Orem UT 08/2021 12/2021
Randstad Scottsdale AZ 05/2021 08/2021
Alder Security Orem UT 01/2019 05/2020
Vision Financial Advisors, Llc Mesa AZ 05/2020 08/2020
Dick's Sporting Goods Gilbert AZ 09/2018 12/2018
Utah Valley University Orem UT 01/2019 05/2022
Chandler Gilbert Community College Gilbert AZ 08/2018 05/2019
Church Of Jesus Christ Of Latter-Day Saints Kennewick WA 07/2016 08/2018
Vanguard Marketing Corporation Scottsdale AZ 06/2022 05/2026
Vanguard Advisers, Inc. Scottsdale AZ 06/2022 05/2026
  • 05/2026 → Present
    Topeka, KS
  • 05/2026 → Present
    Ensign Wealth Management
    Mesa, AZ
  • 06/2022 → 05/2026
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 01/2022 → 06/2022
    Taxhawk
    Provo, UT
  • 08/2021 → 12/2021
    Alder Security
    Orem, UT
  • 05/2021 → 08/2021
    Randstad
    Scottsdale, AZ
  • 01/2019 → 05/2020
    Alder Security
    Orem, UT
  • 05/2020 → 08/2020
    Vision Financial Advisors, Llc
    Mesa, AZ
  • 09/2018 → 12/2018
    Dick's Sporting Goods
    Gilbert, AZ
  • 01/2019 → 05/2022
    Utah Valley University
    Orem, UT
  • 08/2018 → 05/2019
    Chandler Gilbert Community College
    Gilbert, AZ
  • 07/2016 → 08/2018
    Church Of Jesus Christ Of Latter-Day Saints
    Kennewick, WA
  • 06/2022 → 05/2026
    Vanguard Marketing Corporation
    Scottsdale, AZ
  • 06/2022 → 05/2026
    Scottsdale, AZ
Previous Registrations
Other Businesses

1) Ensign Wealth Management; Investment Related: Yes; 7205 E Southern Ave Ste 106, Mesa, AZ 85209; Wealth Business ; Financial Advisor; Start Date 05/2026; Approx hours per month: 120; Approx hours during trading: 120; Helping clients with their financial needs. 2) Rental Income: Investment Related: No; 4851 S Carver, Mesa, AZ 85212; Rental Income; Landlord; Start Date 01/2025; Approx hours per month: 1; Approx hours during trading: 0; Landlord for roommates in my personal residence.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-15
  • S66 Uniform Combined State Law Examination
    2022-08-15
Designations
  • Certified Financial Planner
Other Names
  • Davis Beazer

View on SEC IAPD

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