Michael
Mcglaughn

Ae Wealth Management, LLC

CRD#5602071
Investment Advisor
in Gadsden, AL

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About this Advisor

Michael Mcglaughn is a certified financial planner working out of Gadsden, Alabama with a total of 1 year of relevant experience. Mcglaughn currently works for Ae Wealth Management, LLC. Mcglaughn has gained experience at Wesley Patterson, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Charles Andrews, Trilogy Financial Group and Ae Wealth Management, LLC. Mcglaughn has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Alabama. Ae Wealth Management, LLC is a financial advisory company that has its headquarters in Topeka, KS. The firm has offices in 450 locations and a total of 571 advisors. It controls $19 billion in assets under management across its 160,475 customer accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 71 charities and foundations. Of its 160,475 accounts, just 3% are held by high-net-worth clients who have more than $1 million in investable assets. The business offers a number of services, including 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. Financial management fee schedules usually vary depending on which service is provided. Fee types charged by Ae Wealth Management, LLC may include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

526 Walnut Street
Gadsden, AL 35901

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$19,248,840,448

AL Average: $2,243,162,756
Total Number of Employees

571

AL Average: 44
Total Number of Accounts

160,475

AL Average: 4,091
Average Account Size

$119,949

AL Average: $548,316

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

Michael Mcglaughn Work History

Michael has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Trilogy Financial Group

2022 - Present (2 years)

Ae Wealth Management, LLC

2021 - 2022 (1 year)

Charles Andrews

2009 - 2022 (13 years)

Northwestern Mutual Wealth Management Company

2008 - 2022 (14 years)

Wesley Patterson

2008 - 2022 (14 years)

Northwestern Mutual Investment Services, LLC

*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 Michael Mcglaughn 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

John Del-Zio
Topeka, KS
Lennrd Fly
Johns Island, SC
Jacob Haynes
Platte City, MO
Sheila Snowdon
Winter Garden, FL
Sean Hite
Honolulu, HI
Kade Schoenrock
Midvale, UT
Vincent Buttaro
Topeka, KS
Ashley Robinson
Denver, CO

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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