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Ae Wealth Management, LLC CRD 282580
$49.8B regulatory AUM 10 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-04-10 |
| IL | RA | APPROVED | 2023-05-23 |
| TX | RA | APPROVED | 2023-05-23 |
Branch Locations
185 Buckley Dr. Suite A, Rockford, IL 61107 • United States
645 3Rd St., Beloit, WI 53545 • United States
1333 Burr Ridge Parkway Suite 200, Burr Ridge, IL 60527 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariano's Grocery | Wheaton | IL | 02/2016 | 05/2017 |
| Kp Counseling | Rockford | IL | 05/2017 | 02/2023 |
| Seyller Financial Group, Llc | Rockford | IL | 02/2023 | Present |
| Ae Wealth Management | Topeka | KS | 05/2023 | Present |
| Aurora University | Woodstock | IL | 09/2015 | 05/2017 |
1.) Seyller Financial Group, LLC ; Yes Investment Related; 185 Buckley Dr. Rockford, IL 61107; Insurance Sales; POSITION: Insurance Agent; START DATE: 5/10/2023; Approx. 80 hours a month; Approx. 4 hours during trading; Insurance Sales and Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-15 |
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