Lonnie Wayne Epperson

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

• 07/2008 → Present
  The Advisor Group
  Memphis, TN
• 02/2026 → Present
  Ae Wealth Management Llc
  Topeka, KS
• 01/2026 → Present
  Seyller Financial Group
  Rockford, IL

Previous Registrations

• 2023-08-29 → 2026-01-15
  Advisor Share Wealth Management, Llc
  Vancouver, WA
  Memphis, TN

Other Businesses

The Advisor Group USA LLC; Non-investment Related; 1661 International Dr. Suite 400, Memphis, TN 38120; Insurance Sales, Annuity Sales and Estate Planning; President; Start Date 2/16; Approx. 160 hours a month; Approx. 120 hours during trading; Annuity & Insurance Sales and Services and Estate Planning.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-07

Other Names

• Lonnie Wayne Epperson