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AE Wealth Management LLC

Headquartered in Topeka, KS, AE Wealth Management is an SEC Registered Investment Adviser.

AE Wealth Managements mission is to help individuals and families work toward their investment goals through transparent and objective-based asset management. We strive to help you feel in control of your finances, fostering good money habits and a greater sense of well-being.

  • Approving and monitoring your account(s)
  • Determining the suitability of the investments in our account(s) based on information you provided to us
  • Responding to any questions or inquiries related to your account(s) if your advisor is unavailable.

AE Wealth Management LLC does not act as a custodian of client assets and the client always maintains asset control. TD Ameritrade is our custodians. For more information about AE Wealth Management LLC, review the ADV at the bottom of the page.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment Advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). Comprehensive Advisor and AEWM are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to [protection benefits, safety, security, or steady and reliable income, etc] streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.


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