Ethan Brooks Robertson

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

• 03/2025 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 12/2024 → Present
  Nuventure Financial Group
  Jacksonville, FL
• 10/2013 → 10/2024
  Coggin Honda St Augustine - Asbury Automotive Group
  St Augustine, FL

Other Businesses

NuVenture Financial Group; Yes Investment Related; 10151 Deerwood Park Blvd Bldg 100, Suite 120 Jacksonville, FL 32256; Life Insurance and Annuities; Financial Advisor; 12/2024; 80hrs/Mo; 80hrs/Mo during Securities Trading Hours; Sell Life Insurance and Annuities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-10