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Wade Stephen Ritchie

Ae Wealth Management, LLC

Fort Wayne, IN

CRD 2742968

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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:

Current Employers
Ae Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-08-25
  • IN RA
    APPROVED
    Since 2025-08-25

Branch Locations

3925 Union Chapel Rd, Fort Wayne, IN 46845 • United States

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wade S. Ritchie - Sole Proprietor Warsaw IN 05/1996 08/2025
Great Lakes Legacy Group, Llc Warsaw IN 07/2010 08/2025
Runestad Financial Services, Ltd Fort Wayne IN 08/2025 Present
Ae Wealth Management Topeka KS 08/2025 Present
  • 05/1996 → 08/2025
    Wade S. Ritchie - Sole Proprietor
    Warsaw, IN
  • 07/2010 → 08/2025
    Great Lakes Legacy Group, Llc
    Warsaw, IN
  • 08/2025 → Present
    Runestad Financial Services, Ltd
    Fort Wayne, IN
  • 08/2025 → Present
    Ae Wealth Management
    Topeka, KS
Previous Registrations
  • 2010-08-25 → 2025-08-21
    Great Lakes Legacy Group, Llc
    Warsaw, IN
  • 2008-11-12 → 2010-06-08
    Prosper, TX
Other Businesses

1. Runestad Financial Services, LTD; Yes, Investment Related; 3925 Union Chapel Rd, Fort Wayne, IN 46845; Insurance Sales; POSITION Insurance Agent; Start Date 08/2025; Approx. 160 hours a month; Approx. 160 hours during trading; Insurance Sales and Services.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-11-05
S63 Uniform Securities Agent State Law Examination 1996-06-13
  • S65 Uniform Investment Adviser Law Examination
    2008-11-05
  • S63 Uniform Securities Agent State Law Examination
    1996-06-13

View on SEC IAPD

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