Leonard Lamar Kerr

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

• 12/2013 → Present
  Strategic Estate Planning Services
  Carrollton, TX
• 02/2017 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 11/2013 → 02/2017
  Global Financial Private Capital, Llc
  Sarasota, FL

Previous Registrations

• 2013-11-15 → 2017-02-16
  Global Financial Private Capital, Inc.
  Dallas, TX
  Sarasota, FL

Other Businesses

Strategic Estate Planning Services. Investment related. 18333 Preston Rd Suite 535 Dallas, TX 75252. Financial Services. Estate Planner. 12/2013. 95 hours per month. 95 hours per month during securities trading hours. Insurance sales & financial planning.

Designations

• Certified Financial Planner

Other Names

• Lamar Kerr
• L. Lamar Kerr