Marquis L Chachere

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

• 03/2023 → 12/2023
  Equitable Advisors Llc
  New York, NY
• 09/2021 → 02/2023
  New York Life
  Alpharetta, GA
• 04/2020 → 09/2021
  Teletech
  Duluth, GA
• 01/2020 → 04/2020
  Unemployed
  Douglasville, GA
• 03/2013 → 01/2020
  Flowers Baking Company Of Villa Rica
  Villa Rica, GA
• 12/2023 → 06/2026
  American United Life
  Douglasville, GA
• 03/2024 → 06/2026
  Oneamerica Securities
  Douglasville, GA
• 07/2026 → Present
  Ae Financial Services, Llc
  Topeka, KS
• 07/2026 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 01/2024 → Present
  American Heritage Financial
  Pensacola, FL

Previous Registrations

• 2024-03-08 → 2026-06-26
  Oneamerica Securities, Inc.
  Douglasville, GA
  Indianapolis, IN
• 2023-09-25 → 2023-12-07
  Equitable Advisors, Llc
  Atlanta, GA

Other Businesses

1. Inteletravel Advisor; 6737 Valley Court, Douglasville, GA 30135; Travel Agency; Advisor; Start Date 4/2024; Not Investment-Related; Approx 10 Hrs/Month, 0 Hrs/Month during trading hours. 2. Kingdom Realm Financial LLC; 6737 Valley Court, Douglasville, GA 30135; Pass- Through LLC for Insurance; Owner; Start Date 6/2026; Investment- Related; Approx 160 Hrs/Month, 80 Hrs/Month during trading hours. 3. Kingdom Realm LLC; 6737 Valley Court, Douglasville, GA 30135; Non-Profit Ministry; Organizer; Start Date 8/2020; Not Investment-Related; Approx 0 Hrs/Month, 0 Hrs/Month during trading hours. 4. American Heritage Financial LLC; 6737 Valley Court, Douglasville, GA 30135; Non-Variable Insurance; Agent; Start Date 1/2024; Investment-Related; Approx 100 Hrs/Month, 40Hrs/Month during trading hours. 5. AE Wealth Management LLC; Investment Advisor Representative Person; Investment Advice for fee INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/2026 ADDRESS: 2950 SW McClure Road, Topeka, KS 66614 6. AE Financial Services, LLC; Registered Representative; Broker Dealer INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE 07/2026 ADDRESS: 2950 SW McClure Road, Topeka, KS 66614 DESCRIPTION: Securities Sales and Services

Exams

• S66 Uniform Combined State Law Examination
  2023-09-06

Other Names

• Marquis Lavell Chachere
• Marquis Chachere