Tammy Renae Holt

Current Employers

Ae Wealth Management, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-09-06

TX RA
APPROVED

Since 2025-09-06

Branch Locations

717 Hwy 287 N Ste 601, Mansfield, TX 76063 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
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	09/2025	Present
Biltmore Financial Services	Mansfield	TX	09/2020	Present
Arlington Independent School District	Arlington	TX	08/2017	09/2020
Fort Worth Independent School District	Fort Worth	TX	08/2014	08/2017

09/2025 → Present

Ae Wealth Management, Llc

Topeka, KS
09/2020 → Present

Biltmore Financial Services

Mansfield, TX
08/2017 → 09/2020

Arlington Independent School District

Arlington, TX
08/2014 → 08/2017

Fort Worth Independent School District

Fort Worth, TX

Other Businesses

Biltmore Financial Services, Inc; Yes Investment Related; 717 Highway 287 N, Ste 601, Mansfield TX 76063; Holistic retirement planners focusing on managed money, annuities, and life insurance products; Financial Advisor; 5/1/2026; Approx. 80hrs/Mo; Approx. 80hrs/Mo during Securities Trading Hours; Service our existing clients' needs.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-08-14

S65 Uniform Investment Adviser Law Examination

2025-08-14

Other Names

Tammy Renae Westerlage

View on SEC IAPD

Current Employers

Ae Wealth Management, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

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