Daniel Toby Futral

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

• 01/2011 → 04/2019
  Army National Guard
  Calhoun, GA
• 03/2016 → 02/2020
  City Of Woodstock Police Department
  Woodstock, GA
• 02/2020 → 01/2023
  Sandy Springs Police Department
  Sandy Springs, GA
• 12/2022 → 06/2024
  New York Life Insurance Company
  Alpharetta, GA
• 06/2023 → 06/2024
  Nylife Securities Llc.
  Alpharetta, GA
• 03/2023 → 06/2024
  Crossfit East Cobb
  Marietta, GA
• 07/2024 → 06/2026
  American United Life
  Marietta, GA
• 08/2024 → 06/2026
  Oneamerica Securities
  Marietta, GA
• 07/2026 → Present
  Ae Financial Services, Llc
  Topeka, KS
• 07/2026 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 06/2024 → Present
  American Heritage Financial
  Marietta, GA

Previous Registrations

• 2024-12-23 → 2026-06-26
  Oneamerica Securities, Inc.
  Marietta, GA
  Indianapolis, IN

Other Businesses

1. American Heritage Financial; 1970 Roswell Road #205, Marietta, GA 30062; Non-Variable Insurance Sales; Agent; Start Date 6/2024; Approx 80 Hrs/Month, 80 Hrs/Month during trading hours; Insurance Sales and Services. 2. AE Wealth Management LLC; Yes, Investment Related; 2950 SW McClure Road, Topeka, KS 66614; Investment Advisor Representative Investment Advice for fee; Start Date 07/2026; Approx. 160 hours a month; Approx. 160 hours during trading; Securities Sales and Services. 3. AE Financial Services LLC; Yes, Investment Related; 2950 SW McClure Road, Topeka, KS 66614; Broker Dealer; Registered Representative; Start Date 07/2026; Approx.160 hours a month; Approx. 160 during trading; Securities Sales and Services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-19
• S63 Uniform Securities Agent State Law Examination
  2023-07-21