Austin J Fetch

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

• 06/2014 → 02/2018
  Ameriprise Financial Services, Inc.
  Dickinson, ND
• 08/2013 → 12/2017
  Dickinson State University
  Dickinson, ND
• 02/2018 → 10/2020
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 10/2020 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 10/2020 → Present
  Hybrid Retirement Solutions Llc Dba Oxford Retirement & Estate
  Sun City, AZ
• 12/2022 → Present
  Dare To Retire U
  Sun City, AZ

Previous Registrations

• 2018-03-28 → 2020-10-27
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
• 2016-07-02 → 2018-02-14
  Ameriprise Financial Services, Llc
  Dickinson, ND

Other Businesses

HYBRID RETIREMENT SOLUTIONS, LLC DBA OXFORD RETIREMENT & ESTATE PLANNING, INC.; YES INVESTMENT RELATED; 10699 W BELL RD SUN CITY, AZ 85351; INSURANCE SALES; FINANCIAL ADVISOR; START DATE 10/2020; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. DARE TO RETIRE U;POSITION: Instructor NATURE: educational marketing INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2022 ADDRESS: 10699 W Bell Rd, Sun City AZ 85351, United States; DESCRIPTION: advisor; Teach classes

Exams

• S66 Uniform Combined State Law Examination
  2016-06-23

Designations

• Certified Financial Planner

Other Names

• Austin James Fetch