Breann Aleen Urban

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

• 06/2019 → 08/2020
  Pacific Life Insurance Company
  Omaha, NE
• 05/2019 → 06/2019
  Pacific Life Insurance Company
  Omaha, NE
• 06/2018 → 05/2019
  First National Bank Of Omaha
  Omaha, NE
• 09/2017 → 05/2018
  First National Bank Of Omaha
  Wayne, NE
• 03/2017 → 09/2017
  Brookdale
  Wayne, NE
• 04/2015 → 03/2017
  R-Way
  Wayne, NE
• 08/2020 → 03/2021
  Lrs Healthcare
  Omaha, NE
• 03/2021 → 10/2021
  Omaha National
  Omaha, NE
• 11/2021 → 11/2022
  Pacific Life Insurance Company
  Omaha, NE
• 11/2021 → 11/2022
  Pacific Select Distributors, Llc
  Newport Beach, CA
• 11/2022 → 07/2023
  Aston Carter
  Omaha, NE
• 07/2023 → 10/2023
  Malone Healthcare
  Omaha, NE
• 10/2023 → 01/2024
  Cornerstone Staffing
  Omaha, NE
• 06/2024 → 12/2024
  Renaissance Financial
  Omaha, NE
• 02/2024 → 08/2024
  Cetera Advisor Networks Llc
  El Segundo, CA
• 08/2024 → 12/2024
  Cetera Advisor Networks Llc
  El Segundo, CA
• 01/2025 → Present
  Leveragerx Insurance Services, Llc
  Omaha, NE
• 01/2025 → Present
  Leverage Planning
  Omaha, NE
• 07/2026 → Present
  Ae Wealth Management Llc
  Topeka, KS

Other Businesses

LeverageRx Insurance Services, LLC; Non Investment Related; 11205 Wright Cir. #310, Omaha, NE 68144; Insurance/annuity services and marketing; Agent; 1/2025; Approx. hours/month 40 hrs.; Approx. hours during trading 40; working in agent capacity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-08

Other Names

• Bre Urban