Charles Rhett Stubbendeck

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

• 08/2018 → Present
  Leveragerx Inc.
  Omaha, NE
• 07/2026 → Present
  Ae Wealth Management Llc
  Topeka, KS
• 08/2018 → Present
  Leveragerx Insurance Services
  Omaha, NE
• 06/2026 → Present
  Leverage Planning
  Omaha, NE
• 04/2008 → 08/2018
  State Farm
  Lincoln, NE

Other Businesses

1.) LeverageRx Inc.; Non Investment related; 11205 Wright Circle, Suite 310, Omaha, NE 68144-4719; C Corp that owns LeverageRx Insurance Services and Leverage Planning; LeverageRx Inc operates as an aggregator/tech platform for various insurance and loan services. Provides Rate information to users that make selections that are then sourced to companies based upon their selections. Leverage RX Inc., nor it's employees are involved in any loan origination process(es) or other services as a result of this activity. ; CEO; 8/1/2018; Approx. hours/month 1; Approx. during trading hours 0; No direct involvement with the day to day activities of this operation. 2.) LeverageRx Insurance Services, LLC; Non Investment related; 11205 Wright Circle, Suite 310, Omaha, NE 68144-4719; Insurance Services; CEO; 8/1/2018; Approx. hours/month 30; Approx. during trading hours 20; Annuities, life and disability insurance sales.

Exams

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

Other Names

• Rhett Stubbendeck