Darren Neil Mcquary

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

• 01/2018 → Present
  Baum Financial Services
  Spring Hill, FL
• 09/2024 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 01/2016 → 12/2018
  Scott Barnwell State Farm
  Spring Hill, FL

Other Businesses

Baum Financial Services; Yes, Investment Related; 5331 Spring Hill Dr, Spring Hill, FL 34606; Insurance Sales; POSITION Insurance Agent & Tax Prep; Start Date 01/2018; Approx. 120 hours a month; Approx. 120 hours during trading; Insurance Sales and Services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-21