Russell
Mercier
Ae Wealth Management, LLC
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About this Advisor
Russell Mercier is a financial advisor working out of Tampa, Florida. Mercier currently works for Ae Wealth Management, LLC. Over the course of their career, Mercier has held roles at Ae Wealth Management, LLC, Big Financial Services LLC, American Senior Benefits and Bankers Life. Mercier holds a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in Florida. Ae Wealth Management, LLC is a registered investment company operating out of Topeka, KS. The company has offices in 450 locations and a total of 571 advisors. It oversees $19 billion in total assets between its 160,475 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 71 charitable organizations. Of its 160,475 customer accounts, just 3% belong to high-net-worth clients who have at least $1 million in investable assets. Ae Wealth Management, LLC 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 for financial management typically are based on the services. However, fee types billed by Ae Wealth Management, LLC may include 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
Russell Mercier Work History
Russell has been registered as a financial advisor for 0 years.*
Ae Wealth Management, LLC
Big Financial Services LLC
American Senior Benefits
Bankers Life
*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 Russell Mercier 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
Winter Garden, FL
Rossville, KS
Southfield, MI
Topeka, KS
Platte City, MO
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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