Best Investors
Account
Sign in
Best Investors
Account
Sign in
Ae Wealth Management, LLC CRD 282580
$49.8B regulatory AUM 10 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-10-31 |
| AL | RA | APPROVED | 2016-10-26 |
Branch Locations
1 Perimeter Park S Ste 318N, Birmingham, AL 35243 • United States
600 Boulevard South Sw Ste 302, Huntsville, AL 35802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gf Investment Services, Llc | Sarasota | FL | 05/2013 | 10/2016 |
| Global Financial Private Capital, Llc | Sarasota | FL | 05/2013 | 10/2016 |
| Alliance Wealth Mgt Group, Llc | Birmingham | AL | 12/2002 | Present |
| Ae Wealth Management Llc | Topeka | KS | 10/2016 | Present |
| Madison Avenue Securities, Llc | San Diego | CA | 12/2016 | 02/2017 |
| Ballard Enterprises, Inc. | Homewood | AL | 01/2018 | 08/2023 |
| American Financial Education Alliance | Charlotte | NC | 02/2018 | Present |
1. DBA AND INSURANCE: ALLIANCE WEALTH MANAGEMENT GROUP, INC.; INVESTMENT RELATED; 1 PERIMETER PARK SOUTH, SUITE 318-NORTH, BIRMINGHAM AL 35243; INSURANCE PLANNING; OWNER/PLANNER; STARTED 09/26/2002; 50 HRS/WK; 25 TRADING HRS/WK; MEETING WITH PROSPECTS, CLIENT REVIEWS SALES PRESENTATIONS, SEMINARS, RADIO, AND MARKETING. 2. AMERICAN FINANCIAL EDUCATION ALLIANCE; INVESTMENT RELATED; 8514 MCALPINE PARK DRIVE #280, CHARLOTTE, NC 28211; FINANCIAL EDUCATION CLASSES; CLASSROOM INSTRUCTOR; START DATE 2/2018; 8 HOURS PER MONTH, 0 DURING SECURITIES TRADING HOURS; CLASSROOM INSTRUCTION FOR FINANCIAL PLANNING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-15 |
Reach out to this advisor