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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-10-07 |
Branch Locations
8801 Renner Blvd Suite 300, Lenexa, KS 66219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Healthcare Solution Team | Overland Park | KS | 09/2016 | 02/2017 |
| Burlington Northern Santa Fe | Kansas City | MO | 12/2013 | 06/2017 |
| Resolutezero Inc. | Overland Park | KS | 01/2017 | 06/2018 |
| Waddell & Reed, Inc | Shawnee Mission | KS | 06/2017 | 10/2020 |
| Copper Financial Network Llc | Lenexa | KS | 10/2020 | 11/2021 |
| Go Brolly Communications | Louisburg | KS | 11/2021 | 08/2022 |
| Umb Bank | Kansas City | MO | 08/2022 | 09/2024 |
| Umb Financial Services Inc | Kansas City | MO | 09/2022 | 09/2024 |
| Ae Wealth Management, Llc | Topeka | KS | 09/2024 | Present |
| Ae Financial Services, Llc | Topeka | KS | 10/2024 | Present |
AE Wealth Management LLC POSITION: Associated Person NATURE: Investment Advice for fee INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE 09/2024 ADDRESS: 2950 SW McClure Road, Topeka, KS 66614
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-13 |
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