Cole
Czajkoski
Ae Wealth Management, LLC
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About this Advisor
Cole Czajkoski is a financial advisor who works out of Birmingham, Alabama who has 2 years of relevant experience. Czajkoski is on the advisory team at Ae Wealth Management, LLC. During their career, Czajkoski has held roles at Freedom Financial Group, United Parcel Service, Student and Ae Wealth Management, LLC. Czajkoski has a Series 65 license, certifying them as an investment advisor representative, and is approved to work in Alabama. Ae Wealth Management, LLC is a business that has its headquarters in Topeka, KS. The company has offices in 450 locations and a total of 571 advisors. It manages $19 billion in total assets between its 160,475 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 71 charities and foundations. Of its 160,475 customer accounts, just 3% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Ae Wealth Management, LLC offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management vary depending on the services provided. Fees charged by Ae Wealth Management, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ae Wealth Management, LLC Brokerage Details
$19,248,840,448
571
160,475
$119,949
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Cole Czajkoski Work History
Cole has been registered as a financial advisor for 2 years.*
Ae Wealth Management, LLC
Freedom Financial Group
United Parcel Service
United Parcel Service
United Parcel Service
United Parcel Service
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cole Czajkoski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ae Wealth Management, LLC
Denver, CO
Oviedo, FL
Midvale, UT
York, PA
Maumee, OH
Topeka, KS
Denver, CO
Topeka, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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