Kristi Alexander Cromer

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

• 04/2010 → Present
  Trilogy, Inc. Dba Trilogy Financial Group
  Gadsden, AL
• 10/2017 → 03/2024
  Trilogy Advisory Services, Llc Dba Trilogy Financial Group
  Gadsden, AL
• 03/1998 → Present
  Cromcraft, Llc
  Gadsden, AL
• 04/2010 → Present
  Summit Planning Group, Inc.
  Gadsden, AL
• 10/2017 → Present
  Ae Wealth Management
  Topeka, KS
• 03/2024 → Present
  Trilogy Advisory Services, Llc Dba Trilogy Wealth Management
  Gadsden, AL

Other Businesses

1. TRILOGY ADVISORY SERVICES, LLC DBA TRILOGY WEALTH MANAGEMENT; INVESTMENT RELATED; 526 WALNUT STREET, GADSDEN, AL 35901; FINANCIAL ADVISORY SERVICES; OWNER; START DATE 10/2017; 120 HOURS PER MONTH, 120 HOURS DURING TRADING. 2. TRILOGY, INC, DBA TRILOGY FINANCIAL GROUP; INVESTMENT RELATED; 526 WALNUT STREET, GADSDEN, AL 35901; LIFE INSURANCE AND ANNUITY SALES; PRESIDENT; START DATE 4/2010; 40 HOURS PER MONTH, 40 HOURS DURING TRADING. 3. SUMMIT PLANNING GROUP, INC.; YES INVESTMENT RELATED; 526 WALNUT STREET, GADSDEN, AL 35901; PAYROLL AND INSURANCE SALES; OWNER; START DATE 04/2010; 173 HRS/ MONTH; 08 HRS/MONTH DURING TRADING. 4. CROMCRAFT LLC; NOT INVESTMENT RELATED; 1401 W. MEIGHAN BLVD, GADSDEN AL 35901; AUTOBODY REPAIR, TRUCK ACCESSORIES, RETAIL SALES-USED VEHICHES; LLC MEMBER/OWNER; 3/1/1998; 5HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; RESPONSIBLE FOR GATHERING INFORMATION FOR TAX RETURNS, BANK RECONCILIATIONS, SALES TAX REPORT APPROVAL.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-01

Other Names

• Kristi Lyn Alexander