Timothy Thomas Cone

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

• 01/2026 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 05/2025 → Present
  Arizona Estate Planners Inc
  Peoria, AZ
• 03/2013 → 04/2025
  Centuri Group
  Phoenix, AZ
• 05/2025 → Present
  Independent Wealth Management & Insurance Services, Inc
  Peoria, AZ

Other Businesses

1) Orange Dog Ware; Not Investment Related; 6113 W Julie Drive Glendale, AZ 85308; Online outdoor apparel and goods seller, and upland dog guide services; Founder; 03/2020; 5hrs/Mo; 0hrs/Mo during Securities Trading Hours; Provide leadership, and upland guide service to clients. 2) AZ Estate Planners, Inc; Yes Investment Related; 9844 W Yearling Rd, Ste D1160 Peoria, AZ 85383; Comprehensive Financial, Estate and Insurance Planning Firm; Licensed Insurance Producer; 5/2025; 80hrs/Mo; 40hrs/Mo during Securities Trading Hours; Provide back up to agents regarding client needs for insurance products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-24