Luis
Pinto
Ae Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Luis Pinto is a financial advisor based in Winter Garden, Florida who has 1 year of industry experience. Pinto is on the advisory team at Ae Wealth Management, LLC. Their career trajectory has included roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Florida State University, American Bancshares Mortgage LLC, Nations Lending Corporation, 1St Financial Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, U.S Air Force Reserve Officer Training Corps, Ae Wealth Management, LLC, The Lifewealth Group and Madison Avenue Securities. Pinto has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Florida. Ae Wealth Management, LLC is a firm operating out of Topeka, KS. It has offices in 450 locations and a total of 571 advisors. It has $19 billion in assets across its 160,475 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 71 charitable organizations. Of its 160,475 accounts, just 3% belong to high-net-worth investors who have more than $1 million in investable assets. The firm offers 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 typically depend on which services the firm provides the client. However, fee types charged by Ae Wealth Management, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Luis Pinto Work History
Luis has been registered as a financial advisor for 1 years.*
Madison Avenue Securities
Ae Wealth Management, LLC
The Lifewealth Group
Merrill Lynch, Pierce, Fenner & Smith Inc
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
1St Financial Inc
Nations Lending Corporation
American Bancshares Mortgage LLC
Florida State University
U.S Air Force Reserve Officer Training Corps
*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 Luis Pinto 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
Rossville, KS
Johns Island, SC
Southfield, MI
Topeka, KS
York, PA
Platte City, MO
Honolulu, HI
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
