William Henry Allison Iii

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

• 01/2005 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 01/2006 → 07/2025
  Patterson Companies
  St Paul, MN
• 01/2025 → Present
  Ilgenfritz Financial Group
  York, PA
• 01/2025 → Present
  Annuity & Insurance Sales
  York, PA

Other Businesses

Ilgenfritz Financial Group; Yes, Investment Related; 1603 Rodney Rd, York, PA 17408; Insurance Sales; Employee; Start Date 01/2025; Approx. 40 hours a month; Approx. 25 hours during trading; Insurance Sales and Services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-18

Other Names

• Bill Allison