Daniel P Weisenbach

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

• 06/2006 → 01/2017
  Self Employed
  Indianapolis, IN
• 02/2010 → 11/2020
  Ameritas Investment Corp
  Lincoln, NE
• 02/2010 → 11/2020
  Ameritas Life Insurance Corp
  Lincoln, NE
• 01/2017 → Present
  Dpw Financial Llc, Dba Adult Learning Center
  Indianapolis, IN
• 11/2020 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 01/2017 → Present
  Dpw Financial, Llc
  Indianapolis, IN

Previous Registrations

• 2010-03-01 → 2020-11-27
  Ameritas Investment Company, Llc
  Carmel, IN
• 2008-01-25 → 2009-12-31
  Financial Solutions Of Indiana, Inc.
  Indianapolis, IN

Other Businesses

1.) DPW FINANCIAL, LLC; YES INVESTMENT RELATED; 14510 ALLISON DR, CARMEL, IN 46033; INSURANCE SALES; INDEPENDENT FINANCIAL ADVISOR; START DATE 01/2017; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) DPW FINANCIAL, LLC DBA ADULT LEARNING CENTER; YES INVESTMENT RELATED; 14510 ALLISON DR, CARMEL, IN 46033 ; CONDUCT FINANCIAL CLASSES; OWNER; START DATE 01/2017; APPROX 5 HRS/MONTH; APPROX 5 HRS/MONTH DURING TRADING; FINANCIAL CLASSES AND SEMINARS. 3.) WEISENBACH REAL ESTATE, LLC; NOT INVESTMENT RELATED; 14246 MATT ST, CARMEL, IN 46033; REAL ESTATE INVESTING; INVESTOR/PARTNER; 7/28/2025; APPROX 10HRS/MO; APPROX 0HRS/MO DURING SECURITIES TRADING HOURS; RENTAL OF SINGLE FAMILY HOMES AND PASSIVE INVESTING IN MULTI FAMILY HOMES.

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-06-15
• S65 Uniform Investment Adviser Law Examination
  2008-01-22

Other Names

• Dan Weisenbach
• Dan P Weisenbach