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Caleb Daniel Bitner

Ae Wealth Management, LLC

Centennial, CO

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Current Employers
Ae Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-05-17
  • CO RA
    APPROVED
    Since 2024-05-17

Branch Locations

7354 S Alton Way Ste 103, Centennial, CO 80112 • 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 05/2024 Present
Togo's Sandwhiches Bend OR 07/2018 10/2018
Campfire Hotel Llc Bend OR 04/2020 01/2022
Crumbl Cookies Bend OR 08/2022 03/2023
Super 8 By Wyndham Driggs ID 09/2023 04/2024
Financial Integrity Centennial CO 05/2024 Present
Student Rexburg ID 03/2023 09/2023
Student Rexburg ID 01/2022 08/2022
Student Bend OR 10/2018 04/2020
Student Bend OR 05/2014 06/2018
  • 05/2024 → Present
    Topeka, KS
  • 07/2018 → 10/2018
    Togo's Sandwhiches
    Bend, OR
  • 04/2020 → 01/2022
    Campfire Hotel Llc
    Bend, OR
  • 08/2022 → 03/2023
    Crumbl Cookies
    Bend, OR
  • 09/2023 → 04/2024
    Super 8 By Wyndham
    Driggs, ID
  • 05/2024 → Present
    Financial Integrity
    Centennial, CO
  • 03/2023 → 09/2023
    Student
    Rexburg, ID
  • 01/2022 → 08/2022
    Student
    Rexburg, ID
  • 10/2018 → 04/2020
    Student
    Bend, OR
  • 05/2014 → 06/2018
    Student
    Bend, OR
Other Businesses

1) Caleb Bitner; Not Investment Related; 7354 S Alton Way Ste 103 Centennial, CO 80112; Insurance Sales. Annuities, Life Insurance, Medicare Plans; Client Service Advisor; 40hrs/Mo; 20hrs/Mo during Securities Trading Hours. Client Service, Medicare sales, New Client acquisition.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-29
  • S65 Uniform Investment Adviser Law Examination
    2024-04-29

View on SEC IAPD

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