John
Miller
Ae Wealth Management, LLC
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About this Advisor
John Miller is a financial advisor operating out of Largo, Florida with a total of 6 years of relevant experience. Miller is on the advisory team at Ae Wealth Management, LLC. During their career, the advisor has held roles at Amerilife, Innovation Partners LLC, Sonnenberg Insurance Services, J D Miller & Associates, Hfg Advisors, Ae Wealth Management, LLC and American Financial Education Alliance. Miller holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Florida. Ae Wealth Management, LLC is a registered investment company based out of Topeka, KS. The investment advisory business has offices in 450 locations and a total of 571 advisors. It administers $19 billion in total assets among its 160,475 accounts, making it one of the largest firms in the country by assets under management. The firm serves 71 charities and foundations. Of its 160,475 client accounts, just 3% belong to high-net-worth investors who have more than $1 million in assets available to invest. The firm provides a number 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 the type of financial services provided. Fees billed by Ae Wealth Management, LLC most likely are comprised of some combination 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
John Miller Work History
John has been registered as a financial advisor for 6 years.*
American Financial Education Alliance
Ae Wealth Management, LLC
J D Miller & Associates
Hfg Advisors
Sonnenberg Insurance Services
Innovation Partners LLC
Amerilife
*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 John Miller 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
Topeka, KS
Honolulu, HI
Platte City, MO
Winter Garden, FL
Midvale, UT
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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