Catherine M Trawinski

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

• 01/2013 → 01/2017
  Aig Financial Network
  Easton, PA
• 02/2017 → 05/2021
  Penn Mutual Life Insurance
  Horsham, PA
• 02/2017 → 05/2021
  Hornor Townsend & Kent Inc
  Horsham, PA
• 05/2023 → 06/2026
  American United Life
  West Columbia, SC
• 05/2023 → 06/2026
  Oneamerica Securities
  West Columbia, SC
• 05/2021 → 05/2023
  Self Employed
  Hilton Head Island, SC
• 07/2026 → Present
  Ae Financial Services, Llc
  Topeka, KS
• 07/2026 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 05/2023 → Present
  American Heritage Financial
  Hilton Head, SC

Previous Registrations

• 2023-05-12 → 2026-06-26
  Oneamerica Securities, Inc.
  Indianapolis, IN
  West Columbia, SC
• 2018-09-18 → 2021-05-17
  Hornor, Townsend & Kent, Llc
  Allentown, PA

Other Businesses

1. American Heritage Financial; Hilton Head, SC; Non-Variable Insurance sales; Agent; Start Date 5/12/2023; Approx. 75 Hrs/Month, 50 Hrs/Month during trading hours. Insurance Sales and Services. 2. Saving Grace Financial Solutions, LLC; Hilton Head, SC; Pass-through LLC for income; Owner/Agent; Start Date 7/2021; Approx 75 Hrs/Month, 50 Hrs/Month during trading hours. 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. 4. 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-20
• S63 Uniform Securities Agent State Law Examination
  2015-02-27

Other Names

• Catherine M Schneider
• Catherine Maria Rapose
• Catherine Maria Trawinski
• Catherine Maria Schneider