Investment advisory services offered through AE Wealth Management, LLC, a Registered Investment Adviser.

Investment Management

AE Wealth Management, LLC

AE Wealth Management, LLC's headquarters in Topeka, KS, United States

Richelle Stoneking

Dane Brinker

Mary Gauldin

John Imming

Trey Pivarnik

Blake Moore

Salma Arriaga-Lucio

Adam Young

Travis Mott

Kyle Hilsberg

Kathy Nolan

Lana Rhodes

Miles Morrissey

Eric Claspill

Amber Alguire

Brandon Chew

Brandy Moore

Sam Shore

The Leadership Team at AE Wealth Management, LLC is responsible for setting the strategic direction and overseeing the execution of investment advisory services. They ensure the company maintains compliance with regulatory standards, drive business growth, manage client relationships, and lead various departments to achieve organizational goals.

Leadership Team

The Wealth Management team at AE Wealth Management, LLC provides personalized investment advisory services to clients. They develop tailored financial strategies, oversee portfolio management, and ensure regulatory compliance to help clients achieve their financial objectives.

Wealth Management

The Compliance Team at AE Wealth Management, LLC ensures that the company adheres to regulatory requirements and industry standards. They develop and implement compliance programs, conduct audits, and manage risk to protect the firm’s integrity and client interests.

Compliance Team

The Operations team at AE Wealth Management, LLC ensures seamless day-to-day functioning by managing account setups, performance tracking, and back-office processes. They oversee trading reconciliations, maintain data accuracy, and support portfolio management activities to optimize client investment performance.

Operations

AE Wealth Management, LLC

Org chart

Teams

Leadership Team

Wealth Management

Compliance Team

Operations

Offices

AE Wealth Management, LLC

Org chart

Teams

Leadership Team

Wealth Management

Compliance Team

Operations

Offices

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