Craig Kirsner

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

• 07/2007 → 05/2017
  Stuart Estate Planning
  Coconut Creek, FL
• 06/2017 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 06/2017 → 06/2023
  Stuart Estate Planning
  Coconut Creek, FL
• 03/2022 → Present
  Kirsner Wealth Management
  Coconut Creek, FL
• 07/2007 → Present
  Kirsner Insurance Services
  Coconut Creek, FL

Other Businesses

1.) Outstandingebooks Inc; Not Investment related; 7000 NW 70th St. Parkland, FL 33067; Internet-Based ebook sales; Owner; Start Date 2005; 0 Hours/Month, 0 Hours During Trading; Minimal bookkeeping. 2.) Author; Investment-Related; 5350 W Hillsboro Blvd Ste 103, Coconut Creek, FL 33073; Author; Start Date 8/2018; 0 Hours/Month; 0 Hours during trading; Book Sales. 3.) Kirsner Insurance Services; Investment Related: No; 5350 W Hilsboro Blvd, Ste 103, Coconut Creek, FL 33073; Insurance Sales; President; Start Date 07/2007; Approx hours per month: 80; Approx hours during trading: 80; Life Insurance and Annuity Sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-31
• S63 Uniform Securities Agent State Law Examination
  2000-09-15

Other Names

• Craig Louis Kirsner