Glenn
Cummings

Ae Wealth Management, LLC

CRD#2314302
Investment Advisor
in Tampa, FL

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About this Advisor

Glenn Cummings is a financial advisor operating in Tampa, Florida with a total of 4 years of industry experience. Cummings is currently employed by Ae Wealth Management, LLC. Over the course of their career, Cummings has held roles at Advanced Indoor, Accurate Advisory Group, Gc Country LLC, Big Financial Services, LLC, Afea-American Financial Education Alliance, Horter Investment Management, LLC and Ae Wealth Management, LLC. Cummings maintains a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Florida. Ae Wealth Management, LLC is a company based out of Topeka, KS. The company has offices in 450 locations and a total of 571 employees. It administers $19 billion in total assets among its 160,475 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 71 charitable organizations. Of its 160,475 accounts, just 3% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The company has a number of services, including 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 for financial management usually depend on which services are offered. Fees charged by Ae Wealth Management, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

4 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

Office Location

10150 Highland Manor Dr Suite 200
Tampa, FL 33610

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$19,248,840,448

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

571

FL Average: 44
Total Number of Accounts

160,475

FL Average: 4,091
Average Account Size

$119,949

FL Average: $548,316

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

Glenn Cummings Work History

Glenn has been registered as a financial advisor for 4 years.*

2023 - Present (1 year)

Afea-American Financial Education Alliance

2019 - Present (5 years)

Ae Wealth Management, LLC

2008 - Present (16 years)

Gc Country LLC

2005 - Present (19 years)

Big Financial Services,LLC

2017 - 2019 (2 years)

Horter Investment Management, LLC

2010 - 2017 (7 years)

Accurate Advisory Group

2007 - 2017 (10 years)

Advanced Indoor

*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 Glenn Cummings 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

Chelsea Mcgee
Oviedo, FL
Kade Schoenrock
Midvale, UT
John Del-Zio
Topeka, KS
Ryan Vandevelde
Rossville, KS
Jacob Haynes
Platte City, MO
Chad Ensign
Mesa, AZ
Sheila Snowdon
Winter Garden, FL
Ashley Robinson
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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