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Current Employers
Ae Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-01-13
  • PA RA
    APPROVED
    Since 2025-01-13

Branch Locations

215 N Main St, Shrewsbury, PA 17361 • United States

2109 Market St, Camp Hill, PA 17011 • United States

1850 William Penn Way Suite 208, Lancaster, PA 17601 • United States

1603 Rodney Road, York, PA 17408 • 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 01/2005 Present
Patterson Companies St Paul MN 01/2006 07/2025
Ilgenfritz Financial Group York PA 01/2025 Present
Annuity & Insurance Sales York PA 01/2025 Present
  • 01/2005 → Present
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-18
  • S65 Uniform Investment Adviser Law Examination
    2024-11-18
Other Names
  • Bill Allison

View on SEC IAPD

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