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Ae Wealth Management, LLC CRD 282580
$49.8B regulatory AUM 10 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors Inc | Phoenix | AZ | 04/2014 | 06/2020 |
| Usaa Financial Planning Services | Phoenix | AZ | 04/2014 | 12/2020 |
| Usaa Investment Services Company | Phoenix | AZ | 01/2018 | 04/2022 |
| Hope City Church | Glendale | AZ | 11/2015 | 01/2020 |
| Usaa Life Insurance Company | Phoenix | AZ | 12/2020 | 04/2022 |
| Fidelity Investments | Peoria | AZ | 04/2022 | 07/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 07/2026 |
| Ae Wealth Management, Llc | Topeka | KS | 08/2026 | Present |
| Clear Solutions, Llc Dba Bergen Financial Group | Peoria | AZ | 08/2026 | Present |
Clear Solutions, LLC DBA Bergen Financial Group; Yes, Investment Related; 8765 W Kelton Ln, Bldg C2, Peoria, AZ 85382; Insurance Sales; Insurance Agent; Start Date 08/2026; Approx. 160 hours a month; Approx. 160 hours during trading; Insurance Sales and Services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-27 |
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