Jeffrey
Knoedl

Ae Wealth Management, LLC

CRD#2843052
Investment Advisor
in Maumelle, AR

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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

Series 63, Series 65

Years of Experience

16 years

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

Disclosures

No

Office Location

8428 Counts Massie Rd. Suite B
Maumelle, AR 72113

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$8,583,746,349

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

475

AR Average: 44
Total Number of Accounts

74,292

AR Average: 4,091
Average Account Size

$115,541

AR Average: $548,316

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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.

2016 - Present (5 years)

Knoedl Retirement Advisors

2016 - Present (5 years)

Ae Wealth Management

2010 - 2016 (6 years)

Knoedl Retirement Advisors, LLC

2004 - 2011 (7 years)

Knoedl Tax Advisory Group

Disclosures

Jeffrey Knoedl has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ae Wealth Management, LLC

Matthew Davis
Inverness, FL
Jason Weckel
Littleton, CO
Brent Capehart
Alpharetta, GA
Brianna Geasler
Laingsburg, MI
Colleen Lemasters
Wadsworth, OH
Nathaniel Miller
Topeka, KS
Samuel Dixon
Kissimmee, FL
Jeffry Cole
Temecula, CA

This content was compiled from the SEC and FINRA.

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