Marcus Todd Veillon

Current Employers

Employment History

• 05/2019 → 04/2024
  Ae Wealth Management Llc
  Topeka, KS
• 05/2016 → Present
  Mossy Oak Properties Of La
  Shrevport, LA
• 05/2024 → Present
  Simplicity Wealth
  Summit, NJ
• 06/2014 → Present
  Capital Planning
  Ville Platte, LA

Previous Registrations

• 2019-05-31 → 2024-04-16
  Ae Wealth Management, Llc
  Ville Platte, LA

Other Businesses

Marcus T. Veillon, Investment related, 616 W Main St. Ville Platee, LA, 70586; Insurance, Insurance Agent, 08/2014; Approx 80 hours month during trading hours, Approx 0 hours during outside trading hours, Life/health licensed. Sell & service life insurance & annuities products, along with my role as an IAR. Capital Planning Associates LLC, Investment related, 616 W Main St. Ville Platee, LA, 70586; Insurance, Licensed Insurance Agent, 08/2014; Approx 80 hours month during trading hours, Approx 0 hours during outside trading hours, Life/health licensed. Sell & service life insurance & annuities products, along with my role as an IAR. Mossy Oak Properties of Louisiana, not investment related, 2412 E 70th St Shreveport LA 71105, helping clients buy/sell recreational land. Real Estate Agent, 05/14/2024, Hours per month devoted to business during trading hours 0, Hours per month devoted to business outside trading hours 0, Percentage of total yearly compensation expected to be derived from the business 0, The only duties I perform for real estate is my annual continuing education and licensing requirements. I do not engage in the practice of real estate transactions.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-05