Cristina Acosta

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

• 10/2008 → Present
  Acosta Financial Services, Llc Dba Money Wise
  Scottsdale, AZ
• 02/2009 → 10/2018
  Brookstone Capital Management
  Wheaton, IL
• 10/2018 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 10/2008 → Present
  Acosta Financial Services, Llc
  Scottsdale, AZ
• 06/2018 → Present
  Money Wise, Llc
  Scottsdale, AZ
• 08/2021 → Present
  Money Wise Retirement Planning
  Scottsdale, AZ
• 08/2024 → Present
  Fmt Solutions Llc
  Scottsdale, AZ

Previous Registrations

• 2009-02-26 → 2018-10-29
  Brookstone Capital Management Llc
  Scottsdale, AZ
  Wheaton, IL

Other Businesses

1) ACOSTA FINANCIAL SERVICES, LLC DBA MONEY WISE; INVESTMENT-RELATED; 14301 N 87TH ST, STE 315 SCOTTSDALE, AZ 85260; INSURANCE SALES AND SERVICE; OWNER/FINANCIAL ADVISOR; 10/2008; 184 HOURS PER MONTH; 184 HOURS PER MONTH; SALES OF FIXED INSURANCE PRODUCTS. 2) FMT SOLUTIONS LLC; YES INVESTMENT RELATED; 14301 N 87TH ST STE 315 SCOTTSDALE, AZ 85260; FINANCIAL EDUCATION COURSES; MEMBER SUBSCRIBER; 8/2024; 40HRS/MO; 40HRS/MO DURING SECURITIES TRADING HOURS; COURSE PRESENTER.

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-10-11
• S65 Uniform Investment Adviser Law Examination
  2008-12-15