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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2018-02-13 |
Branch Locations
2950 Sw Mcclure Rd Ste B, Topeka, KS 66614 • United States
2950 Sw Mcclure Rd Ste B, Topeka, KS 66614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Madison Avenue Securities, Llc | San Diego | CA | 10/2017 | 11/2018 |
| Advisors Excel | Topeka | KS | 03/2017 | 02/2018 |
| Berberich Trahan & Co | Topeka | KS | 01/2016 | 01/2017 |
| Ae Wealth Management, Llc | Topeka | KS | 02/2018 | Present |
| Ae Financial Services, Llc | Topeka | KS | 09/2020 | Present |
AE WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 2950 SW MCCLURE RD, TOPEKA, KS 66614; INVESTMENT ADVISORY; CHIEF INVESTMENT OFFICER; 02/2018; 160 HOURS PER MONTH; 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS; INVESTMENT ADVISORY SERVICES ARES RIA ADVISORY BOARD; POSITION: Advisory Board Member NATURE: Share their vision and collaborate with industry officials to grow private investments in the retail market. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/20/2025 ADDRESS: 1200 17th St. 29th Floor, Denver CO 80202, United States DESCRIPTION: 3 meetings/yr and the occasional survey or presentation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-30 |
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