Adviser and broker representative · Ae Wealth Management, LLC
Brett A. Shunkwiler
CRD 4950905 · Lincoln, NE
At a glance
Brett A. Shunkwiler is an investment adviser representative with Ae Wealth Management, LLC in Lincoln, NE, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Brett’s SEC record dates to 2013, about 13 years ago. Brett is also registered as a broker representative.
Current advisory firm
- Ae Wealth Management, LLCSince June 2025Lincoln, NE · $50B in regulatory assets
SEC adviser record
- Registered since
- 2013 (13 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Brett’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.