Gary Knode

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

• 11/2013 → Present
  Safe Harbor Financial/Safe Harbor Wealth
  Summerville, SC
• 10/2025 → Present
  Ae Wealth Management, Llc
  Topeka, KS

Previous Registrations

• 2024-04-15 → 2025-10-16
  Brookstone Wealth Advisors, Llc
  Summerville, SC
  Wheaton, IL

Other Businesses

Safe Harbor Wealth; Yes Investment Related; 500 Oakbrook Ln Ste 101, Summerville, SC 29485; Insurance and Annuity Sales; President; 11/2013; 160hrs/Mo; 130hrs/Mo during Securities Trading Hours; Sales of products, overseeing admin duties; creating retirement plans for clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-15