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Andrew Carlson

Ae Wealth Management, LLC

Las Vegas, NV

CRD 7800609

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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

AuthorityCategoryStatusDate
NV RA APPROVED 2023-08-29
  • NV RA
    APPROVED
    Since 2023-08-29

Branch Locations

3291 N Buffalo Dr. #105, Las Vegas, NV 89129 • 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
OrganizationCityStateFromTo
Brigham Young University- Idaho Rexburg ID 01/2022 04/2023
Research And Development Center Rexburg ID 01/2023 05/2023
In N Out Burger Las Vegas NV 08/2017 09/2018
Ae Wealth Management, Llc Topeka KS 08/2023 Present
Tw Advisors, Llc Las Vegas NV 08/2023 Present
Student Rexburg ID 09/2018 07/2023
Handel's Ice Cream Las Vegas NV 12/2016 09/2017
Student Las Vegas NV 01/2013 05/2018
  • 01/2022 → 04/2023
    Brigham Young University- Idaho
    Rexburg, ID
  • 01/2023 → 05/2023
    Research And Development Center
    Rexburg, ID
  • 08/2017 → 09/2018
    In N Out Burger
    Las Vegas, NV
  • 08/2023 → Present
    Ae Wealth Management, Llc
    Topeka, KS
  • 08/2023 → Present
    Tw Advisors, Llc
    Las Vegas, NV
  • 09/2018 → 07/2023
    Student
    Rexburg, ID
  • 12/2016 → 09/2017
    Handel's Ice Cream
    Las Vegas, NV
  • 01/2013 → 05/2018
    Student
    Las Vegas, NV
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-17
  • S65 Uniform Investment Adviser Law Examination
    2023-07-17

View on SEC IAPD

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