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Nicholas Donald Taylor

Ae Wealth Management, LLC

Lawrence, KS

Topeka, KS

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Current Employers
Ae Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2023-01-30
  • KS RA
    APPROVED
    Since 2023-01-30

Branch Locations

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

917 Sw Topeka Blvd, Topeka, KS 66612 • 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
Pizza Hut Manhattan KS 01/2016 08/2018
O'MAlley's Alley Manhattan KS 08/2018 08/2019
Kansas State University Manhattan KS 08/2019 09/2020
Retirewise Tax & Wealth Advisors Topeka KS 09/2020 01/2023
Miller Retirement Group Topeka KS 01/2023 Present
Ae Wealth Management, Llc Topeka KS 01/2023 Present
  • 01/2016 → 08/2018
    Pizza Hut
    Manhattan, KS
  • 08/2018 → 08/2019
    O'MAlley's Alley
    Manhattan, KS
  • 08/2019 → 09/2020
    Kansas State University
    Manhattan, KS
  • 09/2020 → 01/2023
    Retirewise Tax & Wealth Advisors
    Topeka, KS
  • 01/2023 → Present
    Miller Retirement Group
    Topeka, KS
  • 01/2023 → Present
    Topeka, KS
Previous Registrations
Other Businesses

1. Miller Retirement Group, LLC; Yes Investment Related; 805 New Hampshire Street, Suite B, Lawrence KS 66044; Insurance and Annuity Sales; Insurance Agent; 1/1/2023; 50hrs/Mo; 50hrs/Mo during Securities Trading Hours; I bring on new clients into the firm and service my entire book of business to retain the new business brought on.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-10
  • S65 Uniform Investment Adviser Law Examination
    2021-02-10
Other Names
  • Nick Taylor

View on SEC IAPD

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