Roger Scott Reynolds

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

• 04/2021 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 02/2018 → Present
  Ascevia Llc Dba Reynolds Financial Group
  Greenwood Village, CO
• 09/2018 → 02/2021
  The Foundation For Financial Education
  Denver, CO
• 03/2005 → 09/2018
  Federal Financial Group, Llc
  Denver, CO

Other Businesses

1.) ASCEVIA LLC DBA REYNOLDS FINANCIAL GROUP; YES INVESTMENT RELATED; 49815 ANTELOPE DRIVE EAST, BENNETT, CO 80102; INSURANCE SALES; CEO; START DATE 02/2018; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) THE FOUNDATION FOR FINANCIAL EDUCATION; NON INVESTMENT RELATED; 2373 SOUTH CENTRAL PARK BLVD. #100, DENVER, CO 80238; FINANCIAL EDUCATION; CHAPTER DIRECTOR; START DATE: 09/01/2018; APPROX 02 HRS/MONTH; APPROX 00 HRS/MONTH DURING TRADING; GIVE BASIC FINANCIAL ADVICE AS A VOLUNTEER. 3.) ESTATE PLANNING DOCUMENTS SERVICES; NOT INVESTMENT RELATED; 8400 E CRESCENT PKWY #250, GREENWOOD VILLAGE, CO 80111; ESTATE PLANNING; FACILITATOR; 10/1/2025; APPROX. 5HRS/MO; APPROX. 5HRS/MO DURING SECURITIES TRADING HOURS; INTRODUCE, COORDINATE, ANDPROVIDE ACCESS TO PLATFORM FOR CLIENTS TO PREPARE ESTATE PLANNING DOCUMENTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-11
• S63 Uniform Securities Agent State Law Examination
  1995-09-25