Philip David Meese

Current Employers

Ae Wealth Management, Llc

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

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2024-07-08

CT RA
APPROVED

Since 2024-07-08

Branch Locations

330 Post Rd Ste 210, Darien, CT 06820 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Creativeone Wealth	Overland Park	KS	06/2023	07/2024
Retirement In Focus Wealth Management	Darien	CT	08/2019	Present
Slipstrem Advisor Marketing	Darien	CT	08/2016	05/2023
Ae Wealth Management, Llc	Topeka	KS	07/2024	Present

06/2023 → 07/2024

Creativeone Wealth

Overland Park, KS
08/2019 → Present

Retirement In Focus Wealth Management

Darien, CT
08/2016 → 05/2023

Slipstrem Advisor Marketing

Darien, CT
07/2024 → Present

Ae Wealth Management, Llc

Topeka, KS

Previous Registrations

2023-06-09 → 2024-07-16

Creativeone Wealth, Llc

Darien, CT

Overland Park, KS

Darien, CT

Other Businesses

1) RETIREMENT-IN-FOCUS WEALTH MANAGEMENT; YES INVESTMENT RELATED; 330 POST RD STE 210 DARIEN, CT 06820; ANNUITIES & LIFE INSURANCE; PRESIDENT; 08/2019; 80HRS/MO; 80HRS/MO DURING SECURITIES TRADING HOURS; AGENT/MANAGEMENT.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-05-13

S65 Uniform Investment Adviser Law Examination

2023-05-13

View on SEC IAPD

Current Employers

Ae Wealth Management, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews