Caitlin Schmees

Current Employers

Ae Wealth Management, Llc

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

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-02-28

MI RA
APPROVED

Since 2025-02-28

Branch Locations

880 West Long Lake Road Suite 520, Troy, MI 48098 • 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

Organization	City	State	From	To
Ae Wealth Management, Llc	Topeka	KS	02/2025	Present
The Burzynski Group Retirement Solutions	Troy	MI	04/2021	Present
Ascension Healthcare	Warren	MI	10/2020	04/2021
Armada Area Schools	Armada	MI	10/2020	06/2021
Common Spirit - St. Anthony Hospital	Lakewood	CO	02/2016	07/2020

02/2025 → Present

Ae Wealth Management, Llc

Topeka, KS
04/2021 → Present

The Burzynski Group Retirement Solutions

Troy, MI
10/2020 → 04/2021

Ascension Healthcare

Warren, MI
10/2020 → 06/2021

Armada Area Schools

Armada, MI
02/2016 → 07/2020

Common Spirit - St. Anthony Hospital

Lakewood, CO

Other Businesses

1. The Burzynski Group Retirement Solutions; Yes, Investment Related; 800 West Long lake Road Suite 520, Troy MI 48098; Insurance Sales; Client Relationship Specialist; Start Date 04/2021; Approx. 80 hours a month; Approx. 80 hours during trading; Insurance Sales and Services.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-12-02

S65 Uniform Investment Adviser Law Examination

2024-12-02

Other Names

Caitlin Burzynski

View on SEC IAPD

Current Employers

Ae Wealth Management, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews