Caleb Allen Costellow

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 10/2017
  Cornerstone Senior Services
  Bowling Green, KY
• 10/2017 → 02/2018
  Costellow Agency
  Bowling Green, KY
• 02/2018 → 10/2019
  Cardinal Integrated
  Louisville, KY
• 10/2019 → 07/2024
  Carefree Insurance Services
  Bowling Green, KY
• 04/2025 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 07/2024 → Present
  Southern Kentucky Financial Services
  Bowling Green, KY

Other Businesses

1) Advantage National Marketing LLC; Not Investment Related; 627 Eastwood St, Ste A, Bowling Green KY 42103; Insurance Brokerage and Sales; Manager; 6/2024; Approx. 5hrs/Mo; Approx. 0hrs/Mo during Securities Trading Hours; Occasional service to insurance brokers. 2) Costellow Agency LLC; Not Investment Related; 627 Eastwood St, Ste A, Bowling Green KY 42103; Holding Company; Manager; 7/7/2007; Approx. 5hrs/Mo; 0hrs/Mo during Securities Trading Hours; Management. 3) Author; Not Investment Related; 627 Eastwood St., Suite A, Bowling Green, KY 42103; Authored a chapter of "the Summit Process" book; Author; 3/31/2026; 1hr/Mo; 0hrs/Mo during Securities Trading Hour; Authored the forward chapter of "the Summit Process" book. 4) Rocking Eight Ranch LLC; Not Investment Related; 1745 Briar Cir, Bowling Green KY 42103; Farmland; Owner; 1/2/2026; 10hrs/Mo; 0hrs/Mo during Securities Trading Hours; Own farmland and raise cattle. 5) Prepare Institute; Not Investment Related; 8160 Perry HWY, Pittsburg PA 15237; Non-profit educational firm approved through AE to instruct at educational events; Instructor; 4/1/2025; 12hrs/Mo; 0hrs/Mo during Securities Trading Hours; Instructor over educational events. 6) Southern Kentucky Financial Services LLC; Not Investment Related; 627 Eastwood St., Ste A, Bowling Green KY 42103; Servicing Clients with Annuities, Life insurance, and Health insurance; President; 4/7/2025; Approx. 160hrs/Mo; Approx. 130hrs/Mo during Securities Trading Hours. Advising clients, insurance agent, long term care, and medicare. 7) Summit Business Services Inc dba SOKY Financial Services; Not Investment Related; 627 Eastwood Street Ste A, Bowling Green, KY 42103; Collection and Distribution of Payroll to Employees; Vice President; 4/7/2025; Approx. 40hrs/Mo; Approx. 40hrs/Mo during Securities Trading Hours; Payroll Administration.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-07