Ae Wealth Management, LLC
About this Advisor
Jeffrey Knoedl is a financial advisor located in Maumelle, Arkansas. Currently a registered advisor at Ae Wealth Management, LLC, Knoedl has 16 years of work experience. Knoedl maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Knoedl is able to work with clients based out of Arkansas and Texas. Knoedl has gained experience at Knoedl Tax Advisory Group, Knoedl Retirement Advisors, LLC, Knoedl Retirement Advisors and Ae Wealth Management. Ae Wealth Management, LLC is located in Maumelle, Arkansas, and operates out of 323 other brick-and-mortar locations in the United States. As a firm, Ae Wealth Management, LLC manages $9 billion in assets throughout 74,292 client accounts and retains more than 475 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 2% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Ae Wealth Management, LLC offers 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. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Ae Wealth Management, LLC Brokerage Details
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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
Jeffrey Knoedl Work History
Jeffrey has 16 years of experience.
Knoedl Retirement Advisors
Ae Wealth Management
Knoedl Retirement Advisors, LLC
Knoedl Tax Advisory Group
Jeffrey Knoedl has no disclosures.
Please visit their SEC profile for more details.
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