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Nolan Rowdy Morgan

Ae Wealth Management, LLC

Bend, OR

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Current Employers
Ae Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-03
OR RA APPROVED 2024-02-29
  • TX RA
    APPROVED
    Since 2024-04-03
  • OR RA
    APPROVED
    Since 2024-02-29

Branch Locations

243 Sw Scalehouse Loop Ste 1B, Bend, OR 97702 • 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
Ae Wealth Management, Llc Topeka KS 02/2024 Present
Aerodyne Wealth Management/Aerodyne Financial Bend OR 10/2023 Present
Bluestone Retirement Sisters OR 03/2021 09/2023
Norcal Gloves Redding CA 03/2020 02/2021
Unemployment Redding CA 08/2019 02/2020
The Crowning Jewels Redding CA 08/2018 08/2019
Yaley Enterprises Redding CA 03/2018 08/2018
Self Employed With Guardian One Insurance Redding CA 04/2016 03/2018
  • 02/2024 → Present
    Topeka, KS
  • 10/2023 → Present
    Aerodyne Wealth Management/Aerodyne Financial
    Bend, OR
  • 03/2021 → 09/2023
    Bluestone Retirement
    Sisters, OR
  • 03/2020 → 02/2021
    Norcal Gloves
    Redding, CA
  • 08/2019 → 02/2020
    Unemployment
    Redding, CA
  • 08/2018 → 08/2019
    The Crowning Jewels
    Redding, CA
  • 03/2018 → 08/2018
    Yaley Enterprises
    Redding, CA
  • 04/2016 → 03/2018
    Self Employed With Guardian One Insurance
    Redding, CA
Other Businesses

1) Aerodyne Wealth Management; Yes Investment Related; 243 SW Scalehouse Loop Ste 1B, Bend, OR 97702; Insurance Product Sales; Owner/CEO; 10/2023; Approx. 100hrs/Mo; Approx. 80hrs/Mo during Securities Trading Hours. Running the business, conducting meetings. 2) ShaeWellness Health Coaching; Not Investment Related; 243 SW Scalehouse Loop, Suite 1B, Bend OR 97702; Health and Wellness Coaching. ShaeWellness is the corporate world's first DNA-driven, Mental Wellbeing & Physical Health epigenetic solution delivering complete lifestyle support at work, and at home; Health Coach/Brand Ambassador; 6/9/2025; 10hrs/Mo; 0hrs/Mo during Securities Trading Hours; I am a Certified Health Coach and a Brand Ambassador simply discussing and promoting Mental Wellbeing & Physical Health via epigenetic solutions and tools.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-13
  • S65 Uniform Investment Adviser Law Examination
    2024-02-13

View on SEC IAPD

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