Chelsea
Mcgee
Ae Wealth Management, LLC
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About this Advisor
Chelsea Mcgee is a financial advisor operating in Oviedo, Florida. Mcgee is an employee of Ae Wealth Management, LLC. Their career trajectory has included roles at Express Employment, Consumer Sales Solutions, Vici Marketing, Kelly Services, Ceridian, Transamerica Investors Securities Corporation, Lpl Financial LLC, Wells Fargo Advisors Financial Network, LLC, Summit Wealth Partner, Lay Off - Job Searching, Trinet Hr Corp, Destiny Wealth Partners, Summit Wealth Partners, LLC, Saveday, The Lifewealth Group and Ae Wealth Management LLC. Mcgee has a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Florida. Ae Wealth Management, LLC is an advisory business operating out of Topeka, KS. The firm has offices in 450 locations and a total of 571 people on staff. It manages $19 billion in assets under management across its 160,475 customer accounts, making it one of the largest firms in the United States by assets under management. The firm advises 71 charitable organizations. Of its 160,475 customer accounts, just 3% are held by high-net-worth investors who have greater than $1 million in assets. Ae Wealth Management, LLC offers a diverse 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. Fees charged by financial advisors vary depending on the type of services offered. Fee types billed by Ae Wealth Management, LLC likely consist 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
Chelsea Mcgee Work History
Chelsea has been registered as a financial advisor for 0 years.*
The Lifewealth Group
Ae Wealth Management LLC
Summit Wealth Partners, LLC
Saveday
Destiny Wealth Partners
Wells Fargo Advisors Financial Network, LLC
Summit Wealth Partner
Lpl Financial LLC
Lay Off - Job Searching
Trinet Hr Corp
Ceridian
Transamerica Investors Securities Corporation
Express Employment
Consumer Sales Solutions
Vici Marketing
Kelly Services
*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 Chelsea Mcgee 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
Mesa, AZ
Denver, CO
Southfield, MI
Rossville, KS
Midvale, UT
York, PA
Topeka, KS
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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