William Harold Wilkinson

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

• 06/2003 → Present
  360 Wealth Management, Inc.
  Scottsdale, AZ
• 01/2008 → 12/2017
  American Mortgage Specialists, Inc.
  Scottsdale, AZ
• 11/2024 → Present
  Ae Wealth Management, Llc
  Topeka, KS

Previous Registrations

• 2005-07-15 → 2025-03-03
  360 Wealth Management, Inc.
  Scottsdale, AZ
  Scottsdale, AZ
  Scottsdale, AZ

Other Businesses

360 Wealth Management, Inc; Yes, Investment Related; 10037 E Dynamite Blvd, Ste C-110, Scottsdale, AZ 85262; Insurance Sales; POSITION CEO/President/Insurance Agent; Start Date 06/2003; Approx. 90 hours a month; Approx. 45 hours during trading; Insurance Sales and Services.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-03-03
• S63 Uniform Securities Agent State Law Examination
  1993-02-16

Designations

• Certified Financial Planner
• Chartered Financial Consultant