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John Anthony Del-Zio

Ae Wealth Management, LLC

Topeka, KS

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Current Employers
Ae Wealth Management, Llc

2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2022-08-11
  • KS RA
    APPROVED
    Since 2022-08-11

Branch Locations

2950 Sw Mcclure Rd Ste B, Topeka, KS 66614 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Allstate Insurance Company Irvine CA 05/2013 03/2020
Cuso Financial Services, Lp San Diego CA 03/2020 05/2020
Farmers Financial Solutions Escondido CA 07/2020 08/2020
Farmers Insurance Escondido CA 05/2020 08/2020
Ae Financial Services, Llc Topeka KS 08/2020 Present
Ae Wealth Management, Llc Topeka KS 07/2022 Present
  • 05/2013 → 03/2020
    Allstate Insurance Company
    Irvine, CA
  • 03/2020 → 05/2020
    Cuso Financial Services, Lp
    San Diego, CA
  • 07/2020 → 08/2020
    Farmers Financial Solutions
    Escondido, CA
  • 05/2020 → 08/2020
    Farmers Insurance
    Escondido, CA
  • 08/2020 → Present
    Ae Financial Services, Llc
    Topeka, KS
  • 07/2022 → Present
    Topeka, KS
Previous Registrations
  • 2020-05-20 → 2020-05-22
    Cuso Financial Services, L.P.
    San Diego, CA
    Carlsbad, CA
    El Cajon, CA
    National City, CA
    San Diego, CA
    San Diego, CA
    San Diego, CA
  • 2000-10-24 → 2002-12-20
    Banc Of America Investment Services, Inc.
    San Diego, CA
Other Businesses

1.) AE WEALTH MANAGEMENT, LLC; YES INVESTMENT RELATED; 2950 SW MCCLURE RD TOPEKA, KS 66614; INVESTMENT ADVICE FOR FEE; DIRECTOR OF WEALTH; 7/29/2022; APPROX 160 HRS/MO; APPROX 130 HRS/MO DURING SECURITY TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-20
S63 Uniform Securities Agent State Law Examination 2011-03-23
  • S65 Uniform Investment Adviser Law Examination
    2020-05-20
  • S63 Uniform Securities Agent State Law Examination
    2011-03-23
Other Names
  • John Anthony Delzio
  • John Del-Zio
  • John Del-Zio
  • John Anthony Del-Zio

View on SEC IAPD

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