Anna Marie Challenger

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
• 01/2026 → Present
  J Biance Wealth Management
  Greer, SC
• 07/2023 → 04/2025
  Eckberg Enterprises
  Greenville, SC
• 04/2025 → Present
  J Biance Financial
  Greer, SC
• 02/2015 → 01/2023
  Microtel Inn
  Duncan, SC
• 01/2023 → 07/2023
  Unemployed
  Greer, SC

Other Businesses

1) J Biance Wealth Management; Yes Investment Related; 211 Randall Street Greer, SC 29651; Insurance sales and services; Client service/Advisor; 7/1/2026; 1hr/Mo; 1hrs/Mo during Securities Trading Hours; Insurance sales and service. 2) Estate Planning Documents Services; Not Investment Related; 211 Randall Street Greer, SC 29651; Estate Planning; Facilitator; 7/13/2026; Approx. 1hr/Mo; Approx. 1hr/Mo during Securities Trading Hours; Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents.

Exams

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

Other Names

• Anna Bucklew
• Anna Lee