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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-09-30 |
| MO | RA | APPROVED | 2022-09-30 |
Branch Locations
2950 Sw Mcclure Road Ste B, Topeka, KS 66614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Century Investments | Kansas City | MO | 01/2014 | 03/2018 |
| Ivy Distributors Inc | Overland Park | KS | 03/2018 | 03/2021 |
| Waddell & Reed | Overaland Park | KS | 03/2018 | 03/2021 |
| Creative Planning, Llc | Overland Park | KS | 03/2021 | 09/2022 |
| Ae Wealth Management, Llc | Topeka | KS | 09/2022 | Present |
| Ae Financial Services, Llc | Topeka | KS | 09/2022 | Present |
1.) AE Wealth Management LLC POSITION: Investment Advisor Representative NATURE: Investment Advice for fee INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE 09/2022 ADDRESS: 2950 SW McClure Road, Topeka, KS 66614
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-31 |
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