AE Wealth Management LLC
Legal Name: AE WEALTH MANAGEMENT, LLC
Full Contact Details
AE Wealth Management LLC
2950 SW MCCLURE ROAD, SUITE B, TOPEKA, KS
866-363-9595
785-271-1448
Other Info
AE Wealth Management LLC is a registered KS Limited Liability Company with a team of 373 professionals, including 318 advisors, dedicated to serving 203 clients. It has been approved by the US Securities and Exchange Commission since February 17, 2016.
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Direct Owners
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AMY MICHELLE KLOTZ
CHIEF FINANCIAL OFFICER owns less than 5%
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CALEB DEAN CROOK
CHIEF COMPLIANCE OFFICER owns less than 5%
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CHRISTOPHER BLAKE RADFORD
PRESIDENT owns less than 5%
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DAVID JAMES CALLANAN
CHIEF EXECUTIVE OFFICER owns less than 5%
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DAVID ROBB WOLFE
GENERAL COUNSEL AND SECRETARY owns less than 5%
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DDC HOLDINGS LLC
LLC MEMBER owns 75% or more
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FINISHRICH MEDIA, LLC
LLC MEMBER owns more than 10% but less than 25%
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JENNIFER A. FOSTER 2016 IRREVOCABLE TRUST A
NON-VOTING LLC MEMBER owns more than 25% but less than 50%
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KARLUN M. CALLANAN 2016 IRREVOCABLE TRUST A
NON-VOTING LLC MEMBER owns more than 25% but less than 50%
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KRISTINE ALANE STARKMAN
CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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CODY GRANT FOSTER
OWNER owns more than 50% but less than 75%
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CODY GRANT FOSTER
TRUSTEE
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DAVID JAMES CALLANAN
MANAGING MEMBER owns more than 50% but less than 75%
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DAVID JAMES CALLANAN
TRUSTEE
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DAVID LOUIS BACH
LLC MEMBER owns 75% or more
Firms Located Nearby
News
- AE Wealth Management LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
- AE Wealth Management LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
- AE Wealth Management LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison
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