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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Martin County High School | Stuart | FL | 08/2016 | 05/2019 |
| Florida State University | Tallahassee | FL | 06/2019 | 12/2023 |
| American United Life | Tallahassee | FL | 03/2024 | 06/2026 |
| Oneamerica Securities | Tallahassee | FL | 11/2024 | 06/2026 |
| Unemployed | Tallahassee | FL | 01/2024 | 02/2024 |
| Ae Wealth Management, Llc | Topeka | KS | 07/2026 | Present |
| Ae Financial Services, Llc | Topeka | KS | 07/2026 | Present |
| American Heritage Financial | Palm City | FL | 02/2024 | Present |
1. American Heritage Financial; Palm City, FL; Non-Variable Insurance Sales; Agent; Start Date 2/2024; Investment Related; Approx 160 Hrs/Month, 160 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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-09 |
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