Brian Richard Skrobonja

Current Employers

Employment History

• 10/2007 → 07/2017
  National Planning Corporation
  Arnold, MO
• 07/2017 → 07/2022
  Kalos Capital
  Alpharetta, GA
• 07/2017 → 07/2022
  Kalos Management
  Alpharetta, GA
• 07/2022 → Present
  Madison Avenue Securities
  San Diego, CA
• 07/2022 → Present
  Ae Wealth Management Llc
  Topeka, KS
• 06/2011 → Present
  Skrobonja Financial Group
  Arnold, MO
• 11/2022 → Present
  Skrobonja Wealth Management
  Arnold, MO

Previous Registrations

• 2022-07-30 → 2023-01-24
  Ae Wealth Management, Llc
  Topeka, KS
  Arnold, MO
• 2017-07-07 → 2022-08-01
  Kalos Management
  Ponte Vedra Beach, FL
  Arnold, MO
• 2007-10-23 → 2017-07-10
  National Planning Corporation
  Crystal City, MO
  Arnold, MO
  Chesterfield, MO
  Sunset Hills, MO
• 2003-10-23 → 2007-10-23
  American General Securities Incorporated
  Festus, MO
  Arnold, MO
  Festus, MO

Other Businesses

1) SKROBONJA FINANCIAL GROUP POSITION: Owner/President NATURE: Financial services, consulting, and securities related business INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/09/2011 ADDRESS: 16A Municipal Drive, Arnold MO 63010, United States DESCRIPTION: Managing, Consulting and Servicing clients 2) SKROBONJA INSURANCE SERVICES POSITION: Owner/President NATURE: Insurance services, consulting, and product placement INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/28/2017 ADDRESS: 16A Municipal Drive, Arnold MO 63010, United States DESCRIPTION: Managing the company, servicing, and advising clients 3) BRIAN SKROBONJA POSITION: Author NATURE: I write books, blogs, and podcasts INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 20 START DATE: 08/09/2013 ADDRESS: 16A Municipal Drive, Arnold MO 63010, United States DESCRIPTION: Writing, research, and publishing content 4) BUILDING BANKING POSITION: Owner NATURE: Insurance Policy Education: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 ADDRESS: 16A Municipal Drive, Arnold MO 63010 DESCRIPTION: educating clients on Insurance Policies 5) SKROBONJA WEALTH MANAGEMENT POSITION: Owner/Operator NATURE: DBA set up for fees, compensation, and operational expenses INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 7/2022 ADDRESS: 16A Municipal Drive, Arnold MO 63010, United States DESCRIPTION: used for fees, compensation, and operational expenses 6) SKROBONJA TAX CONSULTING POSITION: Owner/Operator NATURE: Tax services, and preparation: INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/2022 ADDRESS: 16A Municipal Drive, Arnold MO 63010, United States DESCRIPTION: Tax review and preparation 7.) MADISON AVENUE SECURITIES: YES INVESTMENT RELATED; 13500 EVENING CREEK DRIVE N SUITE 555, SAN DIEGO CA 92128; SECURITIES SALES; REGISTERED REPRESENTATIVE; START DATE 07/2022. 8.) AE WEALTH MANAGEMENT, LLC; YES INVESTMENT RELATED; 2950 SW MCCLURE RD SUITE B, TOPEKA, KS 66614 ; NATURE INVESTMENT ADVICE FOR FEE; INVESTMENT ADVISOR REPRESENTATIVE; START DATE 08/2022 9.) SKROBONJA WEALTH MANAGEMENT, LLC; YES INVESTMENT RELATED; 16A Municipal Drive, Arnold MO 63010; NATURE: REGISTERED INVESTMENT ADVISOR FIRM; START DATE 11/2022: POSITION: OWNER, MANAGING AND OPERATING AS FOUNDER AND PRESIDENT, INVESTMENT ADVISOR REPRESENTATIVE 10.) Name: Assets2Income; Address: 16A Municipal Drive, Arnold MO 63010; Investment Related: Yes; Position: Creator; Duties: Creator; Hours Per Week: 10-15 Hours; Start Date: Late 2023 11.) Name: Virtual Family Office: Investment Related: Yes; Address: 16A Municipal Drive, Arnold MO 63010; Nature of the Business: Coordinating with Professionals; Position: Introductions and Coordination; Hours Per Week: 1-2 Hours; Start Date: 08/2025 12.) Name: WealthSync; Investment Related: Yes; Address: 16A Municipal Drive, Arnold MO 63010; Nature of the Business: It is a "name" for our process; Position: Owner of the Trademark; Hours Per Week: 4-5 Hours; Start Date: 08/2025 13.) Name: Wealth.com; Investment Related: No; Nature of the Business: Facilitate estate planning documents; Position: Facilitator; Hours Per Week: 1-2 Hours; Start Date: 10/15/2025

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-16
• S63 Uniform Securities Agent State Law Examination
  1994-03-03

Designations

Other Names

• Brian Richard Skrobonja
• Brian Skrobonja