Dylan Timothy Warfield

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

• 12/2016 → 05/2020
  (Dba) Kca Wealth Management, Llc
  Camp Hill, PA
• 05/2013 → 12/2016
  Basildon Financial, Llc
  Harrisburg, PA
• 10/2018 → 02/2020
  Proequities Inc
  Camp Hill, PA
• 06/2020 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 06/2020 → Present
  Reverent Asset Management, Llc
  Harrisburg, PA

Previous Registrations

• 2019-06-10 → 2020-06-26
  Concourse Financial Group Securities, Inc.
  Camp Hill, PA
  Carlisle, PA

Other Businesses

REVERENT ASSET MANAGEMENT, LLC; INVESTMENT RELATED; 600 HASTINGS DRIVE, HARRISBURG, PA 17109; INSURANCE SALES; CO-FOUNDER; START DATE 06/2020; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2) PRIME RENTAL PROPERTIES, LLC; NOT INVESTMENT RELATED; 600 HASTINGS DRIVE, HARRISBURG, PA 17109; OWNER START DATE 08/2016; APPROX 5 HRS/MONTH; APPROX 5 HRS/MONTH DURING TRADING; RENTAL PROPERTY INCOME.

Exams

• S66 Uniform Combined State Law Examination
  2019-06-10