President · AE Wealth Management, LLC
Shannon M. Larson
CRD 4298639 · Named on Form ADV at one SEC-registered adviser
At a glance
AE Wealth Management, LLC, an SEC-registered wealth manager based in Topeka, KS with $49.8 billion in regulatory assets, lists Shannon M. Larson on its Form ADV as President, a control person.
Firms and roles
- AE Wealth Management, LLCPresidentWealth manager · Topeka, KS · $50B in regulatory assets
AtlasMembers
Shannon’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- David R. WolfeGeneral Counsel and Secretary, AE Wealth Management, LLC
- David James CallananChief Executive Officer, AE Wealth Management, LLC
- Amy M. KlotzChief Financial Officer, AE Wealth Management, LLC
- Michael E. MillerChief Operations Officer, AE Wealth Management, LLC
- Shawn M. ScholzChief Compliance Officer, AE Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Shannon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.