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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-13 |
Branch Locations
9844 W Yearling Rd Ste D1160, Peoria, AZ 85383 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 01/2026 | Present |
| Arizona Estate Planners Inc | Peoria | AZ | 05/2025 | Present |
| Centuri Group | Phoenix | AZ | 03/2013 | 04/2025 |
| Independent Wealth Management & Insurance Services, Inc | Peoria | AZ | 05/2025 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-24 |
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