Brandon Webster Morgan

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

• 01/1997 → Present
  Bradshaw & Weil Wealth Management, Llc
  Paducah, KY
• 08/2015 → 11/2016
  Horter Investment Management, Llc
  Cincinnati, OH
• 11/2016 → 06/2021
  Virtue Capital Management, Llc
  Nashville, TN
• 08/2017 → 01/2018
  American Financial Education Alliance
  Paducah, KY
• 01/2016 → 01/2018
  American Church Group Of Kentucky
  Paducah, KY
• 01/2007 → Present
  The Peoples Bank
  Marion, KY
• 06/2021 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 01/2025 → Present
  Paducah Insurance Agency
  Paducah, KY

Previous Registrations

• 2016-11-29 → 2021-07-26
  Virtue Capital Management, Llc
  Paducah, KY
  Brentwood, TN
• 2015-07-29 → 2016-11-30
  Horter Investment Management, Llc
  Paducan, KY
  Cincinnati, OH
• 2000-09-25 → 2011-04-18
  Morgan Financial Advisors
  Paducah, KY
• 2000-10-02 → 2002-12-31
  Morgan Financial Advisors
  Paducah, KY

Other Businesses

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 .

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-24
• S63 Uniform Securities Agent State Law Examination
  1992-06-23

Designations

• Certified Financial Planner

Other Names

• Brandon W Morgan