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Brett Ryan Burzynski

Ae Wealth Management, LLC

Troy, MI

CRD 5175757

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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
MI RA APPROVED 2018-08-17
  • MI RA
    APPROVED
    Since 2018-08-17

Branch Locations

880 West Long Lake Road Suite 520, Troy, MI 48098 • 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
Global Financial Private Capital Sarasota FL 03/2012 08/2018
Ae Wealth Management, Llc Topeka KS 08/2018 Present
Burzynski Group Retirement Solutions Troy MI 02/2008 Present
My Josephine, Inc Troy MI 01/2018 Present
  • 03/2012 → 08/2018
    Global Financial Private Capital
    Sarasota, FL
  • 08/2018 → Present
    Topeka, KS
  • 02/2008 → Present
    Burzynski Group Retirement Solutions
    Troy, MI
  • 01/2018 → Present
    My Josephine, Inc
    Troy, MI
Previous Registrations
  • 2012-03-02 → 2018-08-17
    Global Financial Private Capital, Inc.
    Troy, MI
    Sarasota, FL
Other Businesses

1.) Burzynski Group Retirement Solutions; Yes, 880 W Long Lake Road Suite 520, Troy MI 48098; Insurance Sales; Owner & President; Start Date: 02/2006; APPROX 160 HRS/MONTH; Approx 160 HRS/MONTH DURING TRADING; Insurance Sales and Services 2.) My Josephine, Inc; Investment Related: No; 880 W. Long Lake Rd, STE 520, Troy MI 48098 ; Marketing Organization; President, Vice President, Treasurer, and Secretary; Start Date 01/2018; Approx hours per month: 10; Approx hours during trading: 4; I hold all director positions within the company. I oversee the use of the marketing spending/activities that support the firm.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-01-27
S63 Uniform Securities Agent State Law Examination 2006-10-23
  • S66 Uniform Combined State Law Examination
    2012-01-27
  • S63 Uniform Securities Agent State Law Examination
    2006-10-23

View on SEC IAPD

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