Ryan
Bates
Ae Wealth Management, LLC
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About this Advisor
Ryan Bates is a financial advisor operating out of Lakeland, Florida with 2 years of industry experience. Bates is on the advisory team at Ae Wealth Management, LLC. Their career trajectory has included roles at Sigma Financial Corporation, Marion Nelson Funeral Home, Spc, Gentry-Morrison Funeral Home, Triad Advisors, LLC, Lineweaver Wealth Advisors, Kalos Capital, Inc, Kalos Management, Ae Wealth Management, LLC, Big Financial Services LLC, Nelson Financial Strategies and Saxony Securities, Inc. Bates maintains a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Florida. Ae Wealth Management, LLC is a registered investment business operating out of Topeka, KS. The firm has offices in 450 locations and a total of 571 employees. It manages $19 billion in total assets among its 160,475 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 71 charitable organizations. Of its 160,475 accounts, just 3% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The business provides a wide assortment 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. A financial advisor's fee schedules largely vary depending on the type of financial services provided. Fee types charged 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
Ryan Bates Work History
Ryan has been registered as a financial advisor for 2 years.*
Saxony Securities, Inc
Ae Wealth Management, LLC
Big Financial Services LLC
Kalos Capital, Inc
Kalos Management
Triad Advisors, LLC
Lineweaver Wealth Advisors
Sigma Financial Corporation
Spc
Gentry-Morrison Funeral Home
Marion Nelson Funeral Home
Nelson Financial Strategies
*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 Ryan Bates 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
Englewood, CO
Topeka, KS
Lawrence, KS
Topeka, KS
Denver, CO
Midvale, UT
Denver, CO
Rossville, 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.
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