Steven Keith Shaw

Current Employers

Employment History

• 09/2016 → 01/2026
  Ae Wealth Management Llc
  Topeka, KS
• 04/2014 → 02/2024
  Strategic Estate Planning Services
  Carrollton, TX
• 05/2016 → Present
  S & S Insurance Group, Inc.
  Waxahachie, TX
• 02/2024 → Present
  S&S Financial Advisors, Llc
  Waxahachie, TX
• 02/2026 → Present
  Foundations Investment Advisors Llc
  Phoenix, AZ

Previous Registrations

• 2016-10-03 → 2026-01-28
  Ae Wealth Management, Llc
  Dallas, TX
  Carrollton, TX
  Waxahachie, TX

Other Businesses

1) S & S INSURANCE GROUP, INC; NOT INVESTMENT RELATED; 112 VINTAGE DR.,WAXAHACHIE, TX 75165; INSURANCE AGENCY, MARKETING, INSURANCE SALES; OWNER & PRESIDENT; 5/2012; 80HRS/MO; 70HRS/MO DURING SECURITIES TRADING HOURS. PRESIDENT OF THE CORPORATION, SALES AGENT, MARKETING CONTENT CREATOR. I CONDUCT LIVE SEMINARS, ONLINE SEMINARS AND EDUCATIONAL EVENTS RELATED TO MEDICARE AND OTHER INSURANCE PRODUCTS. MEET WITH PROSPECTS FACE TO FACE AND OVER THE PHONE. I PROVIDE CUSTOMER SERVICE TO EXISTING INSURANCE CLIENTS. 2) COUNCIL OF FINANCIAL EDUCATORS; NOT INVESTMENT RELATED; 101 81ST AVE N ST. PETERSBURG, FL 33702; 501(C)(3) ORGANIZATION; MEMBER/INSTRUCTOR; 5/20/2024; 6HRS/MO; 2HRS/MO DURING SECURITIES TRADING HOURS. AS A MEMBER/INSTRUCTOR OF COFE, MY DUTIES ARE TO INSTIGATE CLASSES RELATED TO PERSONAL FINANCES WHICH ARE FREE AND OPEN TO THE PUBLIC. ARRANGE FOR VENUES/CLASSROOMS. PAY FOR MARKETING TO INVITE PEOPLE TO ATTEND A CLASS. TEACH THE CLASSES ON VARIOUS FINANCIAL/INSURANCE TOPICS. 3) LIFEBEYOND60.COM; NOT INVESTMENT RELATED; 112 VINTAGE DR, WAXAHACHIE, TX 75165; SOLE PROPRIETORSHIP; OWNER/SPEAKER; 11/2025; 4HRS/MO; 2HRS/MO DURING SECURITIES TRADING HOURS; MAINTAINING THE WEBSITE, DISTRIBUTION OF BROCHURES, NETWORKING WITH EVENT COORDINATORS, PRESENTATION PREPARATION, PUBLIC SPEAKING ENGAGEMENTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-01-12

Designations