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Kyle Ray Rutschmann

Ae Wealth Management, LLC

Lawrence, KS

Topeka, KS

Overland Park, KS

CRD 7515658

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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:

Current Employers
Ae Wealth Management, Llc

2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-03-24
  • KS RA
    APPROVED
    Since 2025-03-24

Branch Locations

805 New Hampshire Ste B, Lawrence, KS 66044 • United States

917 Sw Topeka Blvd, Topeka, KS 66612 • United States

10560 Barkley Ste 315, Overland Park, KS 66212 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ae Wealth Management, Llc Topeka KS 03/2025 Present
Miller Retirement Group Topeka KS 08/2024 Present
Advisors Excel Topeka KS 08/2015 08/2024
  • 03/2025 → Present
    Topeka, KS
  • 08/2024 → Present
    Miller Retirement Group
    Topeka, KS
  • 08/2015 → 08/2024
    Advisors Excel
    Topeka, KS
Other Businesses

Miller Retirement Group; Yes Investment Related; 917 SW Topeka Blvd, Topeka, KS 66612; Insurance Sales; Service Advisor; 08/2024; 160hrs/Mo; 130hrs/Mo during Securities Trading Hours; Sell and Service Insurance Policies.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-14
  • S65 Uniform Investment Adviser Law Examination
    2025-03-14

View on SEC IAPD

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