Tanner Wesson Wells

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

• 01/2016 → 06/2017
  Wittman Capital Management Investment & Estate Counsel, Llc
  Henderson, NV
• 01/2016 → 06/2017
  Wittman Capital Management
  Henderson, NV
• 01/2014 → Present
  Tw Advisors Dba Wells Capital Group
  Henderson, NV
• 06/2017 → Present
  Ae Wealth Management, Llc
  Topeka, KS

Previous Registrations

• 2016-02-02 → 2017-09-08
  Wittman Capital Management Investment & Estate Counsel,Llc
  Henderson, NV
• 2014-10-20 → 2015-12-15
  Knox Capital Advisors, Llc
  Draper, UT

Other Businesses

1.TW ADVISORS DBA WELLS CAPITAL GROUP. INVESTMENT RELATED. 6290 S. RAINBOW BLVD. LAS VEGAS, NV 89118. INSURANCE SALES. OWNER/MANAGER. START DATE 1/2014. 15 HOURS/MONTH, 15 HOURS DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2014-10-20