Michael Robert Sears

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

• 03/2010 → 02/2017
  Global Financial Private Capital
  Sarasota, FL
• 08/2010 → Present
  Sears Wealth Management & Insurance Solutions
  Rancho Cucamonga, CA
• 02/2017 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 08/2022 → Present
  Author
  Rancho Cucamonga, CA
• 10/2023 → Present
  Clarity Tax Partners, Llc
  Vero Beach, FL

Previous Registrations

• 2010-04-01 → 2017-02-06
  Global Financial Private Capital, Inc.
  Rancho Cucamonga, CA
  Sarasota, FL

Other Businesses

WORLD CLASS RETIREMENT GROUP, INC. DBA SEARS WEALTH MANAGEMENT & INSURANCE SOLUTIONS; YES, INVESTMENT-RELATED. 12487 NORTH MAIN STREET, SUITE 240, RANCHO CUCAMONGA, 91739. PRESIDENT. START DATE 08/2010. 120 HRS/MO, 120 HRS/TRADING. ADVISORY AND INSURANCE SERVICES AUTHOR POSITION: Author NATURE: Author of the book, "Retire With Simplicity & Clarity: 10 Mindset Shifts Nurses Should Understand to Feel Confident About Their Financial Future." INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2022 ADDRESS: 12487 N. Mainstreet, Suite 240, Rancho Cucamonga CA 91739, United States DESCRIPTION: Author and creator of the book. This book was written specifically for nurses who are nearing retirement to give back to the nursing community. CLARITY TAX PARTNERS, LLC POSITION: Member/CEO NATURE: Clarity Tax Partners, LLC will provide tax strategies and tax planning services, and a limited number of tax returns for a modest fee. We will contract these services through licensed CPA and enrolled agents through United Cloud Partners Services. As mentioned previously, Clarity Tax Partners, LLC and Sears Wealth Management and Insurance Services are separate companies. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/16/2023 ADDRESS: 601 21st Street, Ste 300, Vero Beach FL 32960, United States DESCRIPTION: My relationship with this company is that I am an officer and a 50% owner. My responsibilities will be to oversee and manage this company. My duties will be to market our tax services and refer current clients and or potential clients to the CPAs and enrolled agents that we will be using through United Cloud Tax Partners Services, who will provides us with the Tax Solutions that are needed.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-03-31
• S63 Uniform Securities Agent State Law Examination
  1998-04-21

Other Names

• Michael Robert Sears