David John Cadarette

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

• 05/2017 → 01/2024
  Horter Investment Management
  Cincinnati, OH
• 01/2003 → Present
  Clc Insurance Benefits
  Charlevoix, MI
• 01/2024 → Present
  Ae Wealth Management, Llc
  Topeka, KS

Previous Registrations

• 2017-05-10 → 2024-01-08
  Horter Investment Management, Llc
  Boyne City, MI
  Cincinnati, OH
  Charlevoix, MI

Other Businesses

1.) CLC Insurance Benefits; Yes Investment Related; 6090 Maple Grove RD, Charlevoix, MI 49720; Insurance Sales; Owner; Start date: 01/2002; Approx. 30 hours a month; Approx. 125 hours during trading; Insurance Sales and Services. 2.) Estate planning document services, 400 W Front St. Traverse City, MI 49685, Investment Related: No, Position: Facilitator, Duties: Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents, Start Date: 09/2025, Approx hours per month: 15, Hours during trading: 08.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-04-25