Robert Paul Kudrich

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

• 09/2015 → 11/2017
  Global Financial Private Capital, Llc
  Sarasota, FL
• 01/2005 → Present
  Fortune Financial Group
  Dunmore, PA
• 11/2017 → Present
  Ae Wealth Management, Llc
  Topeka, KS

Previous Registrations

• 2015-09-04 → 2017-11-07
  Global Financial Private Capital, Inc.
  Dunmore, PA
  Sarasota, FL

Other Businesses

FORTUNE FINANCIAL GROUP; YES INVESTMENT RELATED; 200A TIGUE ST., DUNMORE, PA 18512; INSURANCE SALES; ADVISOR/CASE PLANNING; START DATE 01/2005; APPROX 160 HOURS/MONTH, APPROX 160 HOURS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-20

Other Names

• Robert Kudrich