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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-09-06 |
Branch Locations
5350 W Hillsboro Blvd Ste 103, Coconut Creek, FL 33073 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stuart Estate Planning | Coconut Creek | FL | 07/2007 | 05/2017 |
| Ae Wealth Management, Llc | Topeka | KS | 06/2017 | Present |
| Stuart Estate Planning | Coconut Creek | FL | 06/2017 | 06/2023 |
| Kirsner Wealth Management | Coconut Creek | FL | 03/2022 | Present |
| Kirsner Insurance Services | Coconut Creek | FL | 07/2007 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-15 |
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