Ronald James Anno

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

• 05/2014 → 05/2018
  Horter Investment Management, Llc
  Cincinnati, OH
• 06/2014 → Present
  Safe Money Financial Solutions Llc Fka Fresh Start Financial Sol
  Englewood, FL
• 01/2017 → Present
  Retirement Planning & Investment Solutions Llc
  Englewood, FL
• 04/2009 → 09/2017
  Fresh Start Support Services Llc
  Sarasota, FL
• 05/2018 → 01/2019
  Financial & Tax Architects, Inc
  St. Louis, MO
• 01/2019 → Present
  Ae Wealth Management, Llc
  Topeka, KS

Previous Registrations

• 2018-05-18 → 2019-01-16
  Financial & Tax Architects, Llc
  Englewood, FL
  St. Louis, MO
  Englewood, FL
• 2014-05-21 → 2018-05-04
  Horter Investment Management, Llc
  Sarasota, FL
  Englewood, FL
  Cincinnati, OH

Other Businesses

1.) SAFE MONEY FINANCIAL SOLUTIONS LLC FKA FRESH START FINANCIAL SOLUTIONS; YES INVESTMENT RELATED; 37 SOUTH INDIANA AVE, #103, ENGLEWOOD, FL 34236; INSURANCE SALES; OWNER/INSURANCE AGENT; START DATE 06/2014; APPROX 120 HRS/MONTH; APPROX 60 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) ANFLAH MANAGEMENT SERVICES LLC; NON-INVESTMENT RELATED; 37 SOUTH INDIANA AVE, ENGLEWOOD FL 34223; MANAGING MEMBER; START DATE 02/2017; APPROX 10 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; MANAGEMENT SERVICES. 3.) ALLSTAR BENEFITS LLC; YES INVESTMENT RELATED; 37 SOUTH INDIANA AVE, ENGLEWOOD FL 34223; AUTHORIZED MEMBER; START DATE 07/2021; APPROX 10 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; SALES 3.) WRITING A BOOK; NOT INVESTMENT RELATED; 37 S INDIANA AVE #105 ENGLEWOOD, FL 34223; WROTE A BOOK; AUTHOR; 1/1/2019; 40HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-04-18
• S63 Uniform Securities Agent State Law Examination
  2001-09-13

Other Names

• Ron Anno