Rebecca Lynn Miller

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

• 09/2025 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 04/2015 → Present
  Dynamic Wealth Strategies, Inc
  New York, NY

Other Businesses

1) Dynamic Wealth Strategies, Inc; Yes Investment Related; 800 Village Square Crossing, Ste 220 Palm Beach Gardens, FL 33410; Insurance and Investments Planning; Insurance Producer; 10/2015; 180hrs/Mo; 120hrs/Mo during Securities Trading Hours. Meet with clients and prospects to discuss financial planning. 2) Bartau, LLC; Not Investment Related; 73 Kinney Ave Mt. Pocono, PA 18344; Rental Property; Partner; 10/2019; 0hrs/Mo; 0hrs/Mo during Securities Trading Hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-22