Nicholas Donald Taylor

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 → 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
  Ae Wealth Management, Llc
  Topeka, KS

Previous Registrations

• 2022-11-11 → 2023-04-17
  Retirewise Tax And Wealth Advisors, Inc.
  Topeka, KS

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

• S65 Uniform Investment Adviser Law Examination
  2021-02-10

Other Names

• Nick Taylor