Matthew L Davis

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:

Current Employers

Ae Wealth Management, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-10-21
FL	RA	APPROVED	2018-03-21

TX RA
APPROVED_RES

Since 2024-10-21
FL RA
APPROVED

Since 2018-03-21

Branch Locations

115 N Seminole Ave, Inverness, FL 34450 • 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

Organization	City	State	From	To
Ae Wealth Management, Llc	Topeka	KS	03/2018	Present
Davis Financial Group	Hernando	FL	10/2012	Present

03/2018 → Present

Ae Wealth Management, Llc

Topeka, KS
10/2012 → Present

Davis Financial Group

Hernando, FL

Other Businesses

DAVIS FINANCIAL GROUP; INVESTMENT-RELATED; 115 N. SEMINOLE AVE. INVERNESS, FL 34450; INSURANCE SALES & SERVICE; OWNER; 10/2012; 160; 160; SALE AND SERVICE OF FIXED ANNUITY AND LIFE INSURANCE POLICIES.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-02-16

S65 Uniform Investment Adviser Law Examination

2018-02-16

View on SEC IAPD

Employer firm

Current Employers

Ae Wealth Management, Llc

Disclosures

Employment History

Other Businesses

Exams

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