Financial ADVSR advisor directory · SEC adviser records
Ae Wealth Management, LLC financial advisors in Lenexa, KS
Every SEC-registered investment adviser representative at a Ae Wealth Management, LLC office in Lenexa, A to Z.
7 registered advisors work at Ae Wealth Management, LLC in Lenexa, out of 439 at the firm nationwide; it ranks number 3 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.
Ae Wealth Management, LLC advisors in Lenexa, A to Z
Every Ae Wealth Management, LLC advisor →- David P. KoehlerAlso a broker rep
- Jennifer L. McBeeChartered Financial Analyst
- Dustin MezaInvestment adviser rep
- Miles I. MorrisseyCertified Financial Planner · Also a broker rep
- Sydney L. PembertonAlso a broker rep
- Jacob A. TangprichaInvestment adviser rep
- Jeffery WagnerAlso a broker rep
Ae Wealth Management, LLC advisors in every city and state →Ae Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Ae Wealth Management, LLC advisors in other cities
Topeka, KS 49Birmingham, AL 15Dayton, OH 8Troy, MI 8Metairie, LA 7Huntsville, AL 6Scottsdale, AZ 6Sun City, AZ 6Warwick, RI 6Alpharetta, GA 5Carlsbad, CA 5Hingham, MA 5Mesa, AZ 5Peoria, AZ 5Tampa, FL 5
Other firms in Lenexa
All Lenexa advisors →Copper Financial 14Edward Jones 9Family Investment Center 5Modern Wealth Management, LLC 5Strategic Advisers LLC 5Dogwood Wealth Management, LLC 4State Farm Investment Management Corp. 4Cetera Investment Advisers LLC 3Raymond James Financial Services Advisors, Inc. 3
Questions
How many financial advisors does Ae Wealth Management, LLC have in Lenexa?
7 investment adviser representatives are registered at Ae Wealth Management, LLC offices in Lenexa, Kansas, according to the SEC's Investment Adviser Public Disclosure records, out of 439 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Is Ae Wealth Management, LLC one of the largest advisor employers in Lenexa?
Ae Wealth Management, LLC ranks number 3 in Lenexa by registered advisors; Copper Financial has the most, with 14.
How do I check a Ae Wealth Management, LLC advisor in Lenexa?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Ae Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.