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Levi Carson Wedel

Ae Wealth Management, LLC

Centennial, CO

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Current Employers
Ae Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-10-21
CO RA APPROVED 2019-06-10
  • TX RA
    APPROVED_RES
    Since 2024-10-21
  • CO RA
    APPROVED
    Since 2019-06-10

Branch Locations

7354 S Alton Way Ste 103, Centennial, CO 80112 • 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
Advisors Excel, Llc Topeka KS 10/2010 11/2017
Miller Retirement Group Lawrence KS 12/2017 05/2019
Ae Wealth Management, Llc Topeka KS 02/2018 Present
Colorado Wealth Solutions Llc Dba Financial Integrity Centennial CO 05/2019 Present
  • 10/2010 → 11/2017
    Advisors Excel, Llc
    Topeka, KS
  • 12/2017 → 05/2019
    Miller Retirement Group
    Lawrence, KS
  • 02/2018 → Present
    Topeka, KS
  • 05/2019 → Present
    Colorado Wealth Solutions Llc Dba Financial Integrity
    Centennial, CO
Previous Registrations
  • 2010-01-01 → 2010-11-10
    Waddell & Reed
    Topeka, KS
Other Businesses

1) FINANCIAL INTEGRITY HOLDINGS LLC; NOT INVESTMENT RELATED; 7354 S ALTON WAY, SUITE 103, CENTENNIAL, CO 80112; REAL ESTATE HOLDING LLC; MEMBER; 5/31/2023; APPROX. 5HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; I HELP RUN THE MANAGEMENT OF THE LLC AND ALSO THE FINANCES OF THE RENT/MORTGAGE/EXPENSES. 2) FINANCIAL INTEGRITY; YES INVESTMENT RELATED; 7354 S ALTON WAY, SUITE 103, CENTENNIAL, CO 80112; FIXED ANNUITY AND LFE INSURANCE SALES AND SERVICE; FINANCIAL ADVISOR; 5/2019; APPROX. 160HRS/MO; APPROX. 130HRS/MO DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-31
S66 Uniform Combined State Law Examination 2009-12-30
  • S65 Uniform Investment Adviser Law Examination
    2018-01-31
  • S66 Uniform Combined State Law Examination
    2009-12-30
Designations

View on SEC IAPD

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