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Brent Thurber

Ae Wealth Management, LLC

Peoria, AZ

CRD 3242644

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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:

Current Employers
Ae Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-08-28
  • AZ RA
    APPROVED
    Since 2026-08-28

Branch Locations

8765 W Kelton Ln Bldg C2, Peoria, AZ 85382 • 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
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
  • 04/2014 → 06/2020
    Usaa Financial Advisors Inc
    Phoenix, AZ
  • 04/2014 → 12/2020
    Usaa Financial Planning Services
    Phoenix, AZ
  • 01/2018 → 04/2022
    Phoenix, AZ
  • 11/2015 → 01/2020
    Hope City Church
    Glendale, AZ
  • 12/2020 → 04/2022
    Usaa Life Insurance Company
    Phoenix, AZ
  • 04/2022 → 07/2026
    Fidelity Investments
    Peoria, AZ
  • 03/2025 → 07/2026
    Fidelity Investments
    Boston, MA
  • 08/2026 → Present
    Topeka, KS
  • 08/2026 → Present
    Clear Solutions, Llc Dba Bergen Financial Group
    Peoria, AZ
Previous Registrations
  • 2025-03-31 → 2026-07-17
    Surprise, AZ
    Boston, MA
    Peoria, AZ
  • 2022-06-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Peoria, AZ
  • 2018-01-08 → 2022-04-01
    San Antonio, TX
    Phoenix, AZ
    Phoenix, AZ
    Phoenix, AZ
  • 2014-05-27 → 2018-01-08
    Usaa Financial Planning Services
    Phoenix, AZ
  • 2006-08-29 → 2014-04-30
    Phoenix, AZ
    Phoenix, AZ
    Phoenix, AZ
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-28
S63 Uniform Securities Agent State Law Examination 1999-08-27
  • S66 Uniform Combined State Law Examination
    2006-08-28
  • S63 Uniform Securities Agent State Law Examination
    1999-08-27
Other Names
  • Brent J Thurber
  • Brent Jeffrey Thurber
  • Brent Jeffery Thurber

View on SEC IAPD

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