Robert
Horne
Ae Wealth Management, LLC
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About this Advisor
Robert Horne is a financial advisor operating in Jacksonville, Florida who has 4 years of relevant experience. Horne is currently employed by Ae Wealth Management, LLC. The advisor has gained experience at Horne And Associates Financial, Inc, Gwn Securities Inc, Madison Avenue Securities, LLC, Img Wealth Management, Inc, Ae Wealth Management, LLC and Nuventure Financial Group. Horne maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida. Ae Wealth Management, LLC is a company operating out of Topeka, KS. The company has offices in 450 locations and a total of 571 people on staff. It has $19 billion in assets under management across its 160,475 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 71 charities and foundations. Of its 160,475 accounts, just 3% are held by high-net-worth clients who have more than $1 million in investable assets. Ae Wealth Management, LLC performs 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. Financial management fees largely depend on the type of financial services provided. However, fees billed by Ae Wealth Management, LLC likely are comprised 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$19,248,840,448
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
571
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
160,475
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$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
Robert Horne Work History
Robert has been registered as a financial advisor for 4 years.*
Ae Wealth Management, LLC
Nuventure Financial Group
Horne And Associates Financial, Inc
Madison Avenue Securities, LLC
Img Wealth Management, Inc
Gwn Securities Inc
Gwn Securities Inc
*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 Robert Horne 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
Denver, CO
Spring, TX
Southfield, MI
York, PA
Winter Garden, FL
Topeka, KS
Honolulu, HI
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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