Brett Patrick Stahl

Current Employers

Ae Wealth Management, Llc

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-03-19

OH RA
APPROVED

Since 2025-03-19

Branch Locations

501 W Schrock Rd Ste 100, Westerville, OH 43081 • 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
Peak Retirement Planning, Inc.	Columbus	OH	05/2023	01/2025
Proforma Graphic Services	Columbus	OH	04/2007	04/2020
Fitness Life, Llc	Dublin	OH	10/2019	Present
Ae Wealth Management, Llc	Topeka	KS	03/2025	Present
Merit Advisors, Llc	Westerville	OH	03/2025	Present

05/2023 → 01/2025

Peak Retirement Planning, Inc.

Columbus, OH
04/2007 → 04/2020

Proforma Graphic Services

Columbus, OH
10/2019 → Present

Fitness Life, Llc

Dublin, OH
03/2025 → Present

Ae Wealth Management, Llc

Topeka, KS
03/2025 → Present

Merit Advisors, Llc

Westerville, OH

Previous Registrations

2023-05-31 → 2025-01-06

Peak Retirement Planning, Inc.

Columbus, OH

Other Businesses

Fitness Life, LLC DBA YogaSix Dublin; Not investment Related; 6219 Muirloch Dr, Dublin, OH 43017; Yoga Studio; Position: Owner; 10 HRS/MO; 0 HRS/MO during trading hours; Operations & Marketing.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-05-01

S65 Uniform Investment Adviser Law Examination

2023-05-01

View on SEC IAPD

Current Employers

Ae Wealth Management, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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