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Daniel Ray Philipi

Ae Wealth Management, LLC

Topeka, KS

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Current Employers
Ae Wealth Management, Llc

2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-10-21
KS RA APPROVED 2017-03-06
  • TX RA
    APPROVED_RES
    Since 2024-10-21
  • KS RA
    APPROVED
    Since 2017-03-06

Branch Locations

3615 Sw 29Th St Ste 205, Topeka, KS 66614 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ae Wealth Management, Llc Topeka KS 03/2017 Present
Infinity Advisory Group Llc Dba Jc Grason Of Topeka Topeka KS 12/2016 Present
Caterpillar Work Tools Wamego KS 01/2002 11/2016
  • 03/2017 → Present
    Topeka, KS
  • 12/2016 → Present
    Infinity Advisory Group Llc Dba Jc Grason Of Topeka
    Topeka, KS
  • 01/2002 → 11/2016
    Caterpillar Work Tools
    Wamego, KS
Other Businesses

1. Infinity Advisory Group LLC DBA JC Grason of Topeka. Investment related. 3615 SW 29th St Ste 201C Topeka, KS 66614. Insurance Sales. Member/Manager. 12/2016. 160 hours per month. 160 hours per month during securities trading hours. Insurance professional. 2. Rental Property; Non-investment related; 23185 B Rd Havensville, KS 66432; Rental home and property; Owner; 06/2008; 2 hours per month; 0 hours during securities trading hours; Oversee property. 3. Short-Term Rental; Not Investment Related; Will Be Provided @ Purchase KS 66614; This property will be a short-term rental; Owner; 10/1/2025; 4hrs/Mo; 0hrs/Mo during Securities Trading Hours; I will have minimal involvement with this property. A property management company will manage the day-to-day operations and maintenance. 4. Short-Term Rental; Not Investment Related; 75 Lakeview Cir Alma KS 66401; Property will be a short-term rental; Owner; 10/1/2025; 10hrs/Mo; 0hrs/Mo during Securities Trading Hours; I will have minimal involvement with this property. This property will be self-managed by my wife.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-06
  • S65 Uniform Investment Adviser Law Examination
    2016-12-06
Other Names
  • Danny R Philipi
  • Danny Philipi

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