Ryan J Morehead

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

• 03/2016 → 11/2024
  Multiple Carriers
  Houston, TX
• 09/2016 → 06/2022
  The O.N. Equity Sales Company
  Cincinnati, OH
• 06/2022 → 11/2024
  Tip Group Llc
  Houston, TX
• 03/2016 → 10/2024
  The Fitzpatrick Group
  Houston, TX
• 10/2024 → Present
  Morehead Cleaning Llc
  Sugar Land, TX
• 05/2025 → Present
  American Heritage Financial
  Sugar Land, TX
• 09/2014 → Present
  Rjlw Holdings, Llc
  Sugar Land, TX
• 10/2025 → Present
  Sports Official
  Sugar Land, TX
• 07/2026 → Present
  Ae Financial Services, Llc
  Topeka, KS
• 07/2026 → Present
  Ae Wealth Management, Llc
  Topeka, KS

Previous Registrations

• 2022-09-09 → 2024-12-03
  Tip Group Llc
  Houston, TX
• 2017-07-05 → 2022-06-15
  On Investment Management Co
  Houston, TX

Other Businesses

1. American Heritage Financial; Sugar Land, TX; Non-Variable Insurance Sales; Agent; Start Date 5/2025; Investment-Related; Approx 160 Hrs/Month, 160 Hrs/Month during trading hours; Insurance Sales and Services. 2. 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 . 3. 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 4. Morehead Cleaning LLC; Sugar Land, TX; Residential and Commercial Cleaning Company; Owner; Start Date 10/2024; Not Investment-Related; Approx 5 Hrs/Month, 5 Hrs/Month during trading hours. 5. Morehead Insurance & Financial Services; Sugar Land, TX; Pass-through for Income; Owner/Agent; Start Date 5/2025; Investment-Related; Approx 160 Hrs/Month, 160 Hrs/Month during trading hours. 6. RJLW Holdings LLC; Sugar Land, TX; Rental Property Management Company; Partner/Officer/Landlord; Start Date 9/2014; Not Investment-Related; Approx 5 Hrs/Month, 5 Hrs/Month during trading hours. 7. Sports Official; Sugar Land, TX; High School and College Basketball and Baseball Official; Sports Official; Start Date 10/2025; Not Investment-Related; Approx 5 Hrs/Month, 0 Hrs/Month during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-24
• S63 Uniform Securities Agent State Law Examination
  2013-11-15