Ann
Werts
Ae Wealth Management, LLC
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About this Advisor
Ann Werts is a financial advisor who works in Denver, Colorado with 2 years of relevant experience. Werts is currently employed by Ae Wealth Management, LLC. Their career trajectory has included roles at Ltcpro LLC Dba Federal Benefits Made Simple An E.A. Buck Company, Allied Beacon Wealth Management, Wealth Design Group, Cabot Lodge Securities, Madison Avenue Securities, LLC, Ae Wealth Management, LLC, Cl Wealth Management, LLC, Mdv Enterprises, Inc and My Tsp Vision LLC. Werts has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Colorado, Hawaii and Texas. Ae Wealth Management, LLC is a company based out of Topeka, KS. The company has offices in 450 locations and a total of 571 advisors. It oversees $19 billion in assets across its 160,475 client accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 71 charitable organizations. Of its 160,475 client accounts, just 3% belong to high-net-worth individuals who have more than $1 million in assets. Ae Wealth Management, LLC performs a wide range 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. Financial advisory fees usually are based on which services are offered. However, fee types charged by Ae Wealth Management, LLC likely are comprised of some blend of 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
Ann Werts Work History
Ann has been registered as a financial advisor for 2 years.*
Madison Avenue Securities, LLC
Ae Wealth Management, LLC
Mdv Enterprises, Inc
Ltcpro LLC Dba Federal Benefits Made Simple An E.A. Buck Company
Cabot Lodge Securities
My Tsp Vision LLC
Allied Beacon Wealth Management
Cl Wealth Management, LLC
Wealth Design Group
*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 Ann Werts 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
Spring, TX
Grapevine, TX
Denver, CO
Southfield, MI
Denver, CO
Oviedo, FL
York, PA
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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