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Michael D Mcglaughn

Ae Wealth Management, LLC

Huntsville, AL

Gadsden, AL

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Current Employers
Ae Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2022-12-22
  • AL RA
    APPROVED
    Since 2022-12-22

Branch Locations

1525 Perimeter Pkwy Nw, Huntsville, AL 35806 • United States

526 Walnut St, Gadsden, AL 35901 • 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
Wesley Patterson Gadsden AL 10/2008 12/2022
Northwestern Mutual Investment Services, Llc Gadsden AL 10/2008 12/2022
Northwestern Mutual Wealth Management Company Milwaukee WI 03/2009 12/2022
Charles Andrews Gadsden AL 06/2021 12/2022
Trilogy Advisory Services, Llc Dba Trilogy Financial Group Gadsden AL 12/2022 03/2024
Ae Wealth Management, Llc Topeka KS 12/2022 Present
Trilogy Advisory Services, Llc Dba Trilogy Wealth Management Gadsden AL 03/2024 Present
  • 10/2008 → 12/2022
    Wesley Patterson
    Gadsden, AL
  • 10/2008 → 12/2022
    Northwestern Mutual Investment Services, Llc
    Gadsden, AL
  • 03/2009 → 12/2022
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 06/2021 → 12/2022
    Charles Andrews
    Gadsden, AL
  • 12/2022 → 03/2024
    Trilogy Advisory Services, Llc Dba Trilogy Financial Group
    Gadsden, AL
  • 12/2022 → Present
    Ae Wealth Management, Llc
    Topeka, KS
  • 03/2024 → Present
    Trilogy Advisory Services, Llc Dba Trilogy Wealth Management
    Gadsden, AL
Other Businesses

TRILOGY WEALTH MANAGEMENT; YES INVESTMENT RELATED; 526 WALNUT STREET, GADSDEN, AL 35901; INSURANCE; COO, WEALTH MANAGEMENT ADVISOR; 1/2023; APPROX. 80HRS/MO; APPROX. 80HRS/MO DURING SECURITES TRADING HOURS; SELL LIFE, ANNUITY, MEDICARE INSURANCE.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-03-12
  • S66 Uniform Combined State Law Examination
    2009-03-12
Designations
Other Names
  • Mike Mcglaughn

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
RAYMOND JAMES & ASSOCIATES, INC.
TRUIST ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

ERIC TY KING
MARK ANTHONY RUSSELL
JOHN K WALTERS
TIMOTHY RANN ROBERTS
MATTHEW RICHARD BARNES
ROGER SAMUEL BARNES
LANCE CHRISTOPHER ERNEST
ROBERT WILSON MOORES

Other Offices

LPL FINANCIAL LLC · HUNTSVILLE, AL
STATE FARM INVESTMENT MANAGEMENT CORP. · Huntsville, AL
OSAIC WEALTH, INC. · HUNTSVILLE, AL
LPL FINANCIAL LLC · HUNTSVILLE, AL
RAYMOND JAMES & ASSOCIATES, INC. · HUNTSVILLE, AL
TRUIST ADVISORY SERVICES, INC. · HUNTSVILLE, AL
TRUIST ADVISORY SERVICES, INC. · HUNTSVILLE, AL
CETERA INVESTMENT ADVISERS LLC · HUNTSVILLE, AL

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