Ae Wealth Management, LLC
About this Advisor
Katie Buck is a financial advisor in Kahului, Hawaii. Currently an advisor at Ae Wealth Management, LLC, Buck has 16 years of experience as a registered investment advisor. Buck has Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Buck is able to work with clients in Hawaii and Texas. Over the course of their career, Buck has held roles at H. Beck, Inc, E A Buck, Sammons Securities Company, LLC, Spc, Parkland Securities, Ae Wealth Management, LLC and Madison Avenue Securities, LLC. Ae Wealth Management, LLC is headquartered in Kahului, Hawaii, and has 323 other offices in the United States. In aggregate, Ae Wealth Management, LLC manages $9 billion in assets covering 74,292 accounts and employs more than 475 people. The firm's total assets under management places it among the largest firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 2% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Ae Wealth Management, LLC can provide 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. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Ae Wealth Management, LLC Brokerage Details
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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
Katie Buck Work History
Katie has 16 years of experience.
Ae Wealth Management, LLC
Madison Avenue Securities, LLC
E A Buck
Sammons Securities Company, LLC
H. Beck, Inc
Katie Buck has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ae Wealth Management, LLC
Cranberry Township, PA