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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2021-07-23 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bradshaw & Weil Wealth Management, Llc | Paducah | KY | 01/1997 | Present |
| Horter Investment Management, Llc | Cincinnati | OH | 08/2015 | 11/2016 |
| Virtue Capital Management, Llc | Nashville | TN | 11/2016 | 06/2021 |
| American Financial Education Alliance | Paducah | KY | 08/2017 | 01/2018 |
| American Church Group Of Kentucky | Paducah | KY | 01/2016 | 01/2018 |
| The Peoples Bank | Marion | KY | 01/2007 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 06/2021 | Present |
| Paducah Insurance Agency | Paducah | KY | 01/2025 | Present |
1.) THE PEOPLES BANK; YES INVESTMENT RELATED; 1165 MAIN STREET, MARION, KY 42064; BANKING; BOARD MEMBER ON A BOARD OF DIRECTORS; START DATE 05/2007; APPROX 04 HRS/MONTH; APPROX 04 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) BRADSHAW & WEIL WEALTH MANGEMENT, LLC; YES INVESTMENT RELATED;314 Broadway St., PADUCAH, KY 42001; INSURANCE SALES; OWNER; START DATE 01/1997; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 3.) COMMUNITY FOUNDATION OF WESTERN KENTUCKY; NOT INVESTMENT RELATED; 333 BROADWAY ST, PADUCAH, KY 42001; 501 C-3 FOUNDATION; BOARD OF DIRECTORS; START DATE 07/2021; APPROX 02 HRS/MONTH; APPROX 02 HRS/MONTH DURING TRADING; BOARD OF DIRECTORS - OVERSEEING FUNDS. 4.) FACE FOUNDATION; NOT INVESTMENT RELATED; 3091 MAIN ST, BENTON, KY 420025; 501 C-3 FOUNDATION; CHARITABLE ORGANIZATION; START DATE 07/2021; APPROX 03 HRS/MONTH; APPROX 00 HRS/MONTH DURING TRADING; EXECUTIVE MEMBER OF BOARD OF DIRECTORS - PROVIDING EDUCATION AND HUMANITARIAN RELIEF. 5.)BOOK; NOT INVESTMENT REALTED; 314 Broadway St, Paducah KY, 42001; BOOK; PRESIDENT; START DATE: 09/01/2023; NUMBER OF HOURS: 3; SECURITIES TRADING HOURS: 0; The book subject matter is retirement planning issues for physicians. 6.)PADUCAH INSURANCE AGENCY; Yes, Investment Related; 314 Broadway St, Paducah KY 42001; Life Insurance and Annuities Sales; Agent on Life Insurance and Annuity; Start Date 01/01/2025; Approx. 160 hours a month; Approx. 160 hours during trading; Life Insurance and Annuities .
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-23 |
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