Dennis Eugene Kagel

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

• 06/1976 → Present
  Dennis Kagel Financial Services
  Normal, IL
• 08/2016 → 02/2018
  Horter Investment Managament, Llc
  Cincinnati, OH
• 01/2023 → Present
  Ae Wealth Management, Llc
  Topeka, KS

Previous Registrations

• 2016-11-14 → 2018-02-07
  Horter Investment Management, Llc
  Normal, IL
  Cincinnati, OH
• 2011-06-03 → 2014-03-06
  Redhawk Wealth Advisors, Inc.
  Normal, IL
• 2010-09-28 → 2011-08-01
  Money Dr.LLc
  Normal, IL
• 2011-04-14 → 2011-05-19
  Cetera Wealth Services, Llc
  Madison, WI
  Normal, IL
• 2005-01-03 → 2010-07-15
  Ameritas Investment Company, Llc
  Glenview, IL
  Normal, IL
• 2004-08-06 → 2004-09-01
  Eagle One Investments, Llc
  Normal, IL
• 2002-03-04 → 2004-06-22
  American General Securities Incorporated
  Normal, IL

Other Businesses

DENNIS KAGEL FINANCIAL SERVICES; YES INVESTMENT RELATED; 321 SUSAN DR, STE A, NORMAL, IL 61761; INSURANCE SALES; PRESIDENT/OWNER/REPRESENTATIVE; START DATE: 06/1976; APPROX 160 HOURS A MONTH;APPROX. 160 HOURS DURING TRADING; INSURANCE SALES AND SERVICES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-01-22
• S63 Uniform Securities Agent State Law Examination
  1991-04-26

Designations

• Chartered Financial Consultant