Chad
Weidert
Ae Wealth Management, LLC
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About this Advisor
Chad Weidert is a financial advisor working out of Coeur D Alene, Idaho who has 1 year of relevant experience. Weidert is currently employed by Ae Wealth Management, LLC. Their career trajectory has included roles at Ae Wealth Management LLC, Spacelabs Healthcare, Multicare Health Systems, Kadlec Regional Medical Center, G4S, Levity Metal, Exceptional Insurance, Levity LLC, Dba Altmeyer Financial Investments, LLC, Life & Health Insurance and Handyman Business. Weidert has a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in Idaho. Ae Wealth Management, LLC is a financial advisory business operating out of Topeka, KS. The company has offices in 450 locations and a total of 571 people on staff. It controls $19 billion in assets under management among its 160,475 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 71 charities and foundations. Of its 160,475 accounts, just 3% belong to high-net-worth investors who have more than $1 million in investable assets. The business provides 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. Financial management fee schedules typically depend on which services the firm provides the client. However, fee types billed by Ae Wealth Management, LLC can be 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
$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
Chad Weidert Work History
Chad has been registered as a financial advisor for 1 years.*
Ae Wealth Management LLC
Levity LLC, Dba Altmeyer Financial Investments, LLC
Life & Health Insurance
Exceptional Insurance
Handyman Business
Levity Metal
Spacelabs Healthcare
Multicare Health Systems
Kadlec Regional Medical Center
G4S
*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 Chad Weidert 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
Honolulu, HI
Maumee, OH
Tampa, FL
Winter Garden, FL
Topeka, KS
Lawrence, KS
Brighton, MI
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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