William
Sneckner
Ae Wealth Management, LLC
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About this Advisor
William Sneckner is a financial advisor based in Englewood, Colorado with 2 years of industry experience. Sneckner currently works for Ae Wealth Management, LLC. The advisor has gained experience at Park State Bank & Trust, Key Bank, Subway, Woodland Park High School, Home Schooling, Fidelity Investments, Ridgegate Advisors, LLC, Ae Wealth Management, LLC, Emerson Equity LLC and Dependable Masonry. Sneckner has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado. Ae Wealth Management, LLC is an advisory firm based in Topeka, KS. It has offices in 450 locations and a total of 571 people on staff. It handles $19 billion in assets under management between its 160,475 client accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 71 charitable organizations. Of its 160,475 client accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The company provides a wide set 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 charged by financial advisors are based on which services the firm provides the client. However, fee types billed by Ae Wealth Management, LLC likely consist 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
William Sneckner Work History
William has been registered as a financial advisor for 2 years.*
Ae Wealth Management, LLC
Ridgegate Advisors, LLC
Emerson Equity LLC
Emerson Equity LLC
Fidelity Investments
Key Bank
Park State Bank & Trust
Dependable Masonry
Subway
Home Schooling
Park State Bank & Trust
Woodland Park High School
*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 William Sneckner 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
Johns Island, SC
Rossville, KS
Denver, CO
Denver, CO
Brighton, MI
Grapevine, TX
Topeka, KS
Platte City, MO
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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