Curtis Austin Ilgenfritz

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

• 02/2018 → 07/2018
  Ilgenfritz Financial Group
  York, PA
• 08/2018 → 09/2020
  Student
  Morgantown, WV
• 10/2020 → 02/2021
  Target
  York, PA
• 03/2021 → 05/2021
  Kroger
  Morgantown, WV
• 06/2021 → 08/2021
  Chewy
  Etters, PA
• 08/2021 → 06/2023
  Student
  Morgantown, WV
• 06/2023 → Present
  Ilgenfritz Financial Group
  York, PA
• 12/2023 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 08/2013 → 06/2018
  Student
  York, PA
• 12/2017 → 02/2018
  Jimmy Johns
  York, PA

Other Businesses

1.) Ilgenfritz Financial Group; Yes Investment Related; 1603 Rodney Road York, PA 17404; Insurance Sales; Client Service Advisor; 06/2023; Approx. 160 hours a month; Approx. 160 hours during trading; Insurance Sales and Services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-09