AE Wealth Management

Finance · Kansas, United States · 51-200 Employees

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Overview

Headquarters

2950 SW Mcclure Rd Ste B, Topeka, Kansas...

Phone Number

(866) 363-9595

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Dec
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ZI Rank
3
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2
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2

About AE Wealth Management

AE Wealth Management is an SEC Registered Investment Adviser based in Topeka, Kansas, specializing in providing personalized investment strategies to help clients achieve their financial goals. They work closely with financial advisors nationwide to offer comprehensive financial services, including investment management, financial planning, and retirement planning. The firm emphasizes conservative money management strategies and aims to ensure clients understand their risk tolerance while providing access to advanced technology for a complete financial overview. AE Wealth Management primarily serves retirees and pre-retirees, helping them protect their assets and build the retirement they envision.Explore more
AE Wealth Management's Social MediaPopular SearchesAe Wealth Management LLCAe Management Services LLCA E Wealth Management LLCAewm Holdings LLCOne Ae LLCSIC Code 62,628NAICS Code 52,523Show more

AE Wealth Management Org Chart

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Shannon Larson, President at AE Wealth Management
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

AE Wealth Management

<$5M
51-200
Private
-
2016
$16.7M
51-200
Private
-
-
NR
Nikki ReichardtDirector, Client Relations & Manager, Office
$9.7M
51-200
Private
<$5M
1982
$8.2M
11-50
Private
<$5M
1991
SS
Scott StChief Financial Officer
$6.9M
11-50
Private
-
1983
Denise Lollis, Chief Operating Officer & Chief Compliance Officer at Greenwood Capital Associates
Denise LollisChief Operating Officer & Chief Compliance Officer
$6.7M
11-50
Private
-
1999
<$5M
11-50
Private
<$5M
1987
RG
Randy GarciaFounder & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

AE Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

AE Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about AE Wealth Management.

AE Wealth Management Tech Stack

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Most Recent Scoops

New Hire
Executive Move
Executive Moves, New Hire
Person-Based
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AE Wealth Management News & Media

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Frequently Asked Questions Regarding AE Wealth Management

What is AE Wealth Management's official website?
AE Wealth Management's official website is www.aewealthmanagement.com
What is AE Wealth Management's Revenue?
AE Wealth Management's revenue is <$5 Million
What is AE Wealth Management's SIC code?
AE Wealth Management's SIC: 62,628
What is AE Wealth Management's NAICS code?
AE Wealth Management's NAICS: 52,523
How many employees does AE Wealth Management have?
AE Wealth Management has 51-200 employees
What industry does AE Wealth Management belong to?
AE Wealth Management is in the industry of: Finance, Securities Trading
What is AE Wealth Management competition?
AE Wealth Management top competitors include: Greenwood Capital Associates, Disciplined Equities Management, Wellesley Office Park, Coulter & Justus
What technology does AE Wealth Management use?
Some of the popular technologies that AE Wealth Management uses are: Q4, Lucky Orange, WordPress.org, PHP
How do I contact AE Wealth Management?
AE Wealth Management contact info: Phone number: (866) 363-9595 Website: www.aewealthmanagement.com
What does AE Wealth Management do?

AE Wealth Management is an SEC Registered Investment Adviser based in Topeka, Kansas, specializing in providing personalized investment strategies to help clients achieve their financial goals. They work closely with financial advisors nationwide to offer comprehensive financial services, including investment management, financial planning, and ret... irement planning. The firm emphasizes conservative money management strategies and aims to ensure clients understand their risk tolerance while providing access to advanced technology for a complete financial overview. AE Wealth Management primarily serves retirees and pre-retirees, helping them protect their assets and build the retirement they envision.Read More

What are AE Wealth Management social media links?
AE Wealth Management Linkedin page AE Wealth Management Twitter page AE Wealth Management Facebook page
Is AE Wealth Management a public company?
AE Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about AE Wealth Management

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