Wendy
Wallace

Ae Wealth Management, LLC

CRD#6529917
Investment Advisor
in Savannah, GA

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About this Advisor

Wendy Wallace is a financial advisor working out of Savannah, Georgia with 7 years of relevant experience. Wallace currently works for Ae Wealth Management, LLC. They have been an employee of Ae Wealth Management, Llc for their whole career. Wallace holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Georgia. Ae Wealth Management, LLC is a registered investment firm operating out of Topeka, KS. It has offices in 450 locations and a total of 571 employees. It manages $19 billion in assets among its 160,475 accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 71 charities and foundations. Of its 160,475 client accounts, just 3% are held by high-net-worth clients who have more than $1 million in assets available to invest. Ae Wealth Management, LLC has a wide set 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 advisory services largely vary depending on which service is provided. Fees charged by Ae Wealth Management, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

7 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

140 Johnny Mercer Blvd Ste 2
Savannah, GA 31410

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$19,248,840,448

GA Average: $2,243,162,756
Total Number of Employees

571

GA Average: 44
Total Number of Accounts

160,475

GA Average: 4,091
Average Account Size

$119,949

GA Average: $548,316

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

Wendy Wallace Work History

Wendy has been registered as a financial advisor for 7 years.*

2005 - Present (19 years)

Lighthouse Financial Group

*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 Wendy Wallace 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

Chelsea Mcgee
Oviedo, FL
Joshua Miller
Lawrence, KS
John Del-Zio
Topeka, KS
Shawn Mueller
Southfield, MI
Ryan Vandevelde
Rossville, KS
Chad Ensign
Mesa, AZ
Sheila Snowdon
Winter Garden, FL
Ashley Robinson
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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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.

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