Elizabeth Renee Zarate

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

• 01/2023 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 02/2019 → Present
  Money Wise, Llc
  Scottsdale, AZ
• 08/2019 → 04/2025
  Target
  Scottsdale, AZ
• 12/2018 → 02/2019
  Wells Fargo
  Phoenix, AZ
• 10/2018 → 12/2018
  Unemployed
  Avondale, AZ
• 05/2015 → 10/2018
  America First Credit Union
  Tempe, AZ

Other Businesses

1) Money Wise; Investment Related: Yes; 14301 N 87th Street, Ste 315 Scottsdale, AZ 85260; Insurance Sales; IAR/Agent; 02/2019; Approx. 166Hrs/Mo; Approx. 130Hrs/Mo during Security Trading Hours. Complete and submit life insurance and annuity applications.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-17

Other Names

• Elizabeth Renee Beltran
• Elizabeth Renee Guevara