Jonathan
Altmeyer
Ae Wealth Management, LLC
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About this Advisor
Jonathan Altmeyer is a financial advisor based in Coeur D Alene, Idaho, working with Ae Wealth Management, LLC. Jonathan has previously held positions at Inland Northwest Bank, David Christy Insurance Agency, Ameritas Investment Corp, Jonathan Altmeyer Insurance Agency, Altmeyer Financial Group, Royal Fund Management, LLC Dba Altmeyer Financial Investments, Ae Wealth Management, LLC, Altmeyer Financial Investments, LLC, Altmeyer Financial Investments, and Morningside Marketing & Business Development. Jonathan has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Idaho and Washington. Currently, Jonathan is part of Ae Wealth Management, LLC, which operates out of Coeur D Alene, Idaho. The firm has 343 offices and 578 employees. The firm manages assets totaling $27.1 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include 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 fee structure at Ae Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ae Wealth Management, LLC Brokerage Details
$27,082,623,332
578
277,294
$97,668
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
Jonathan Altmeyer Work History
Morningside Marketing & Business Development
Ae Wealth Management, LLC
Altmeyer Financial Investments, LLC
Altmeyer Financial Group
Altmeyer Financial Investments
Royal Fund Management, LLC Dba Altmeyer Financial Investments
Ameritas Investment Corp
Jonathan Altmeyer Insurance Agency
Inland Northwest Bank
David Christy Insurance Agency
Disclosures
Please visit the SEC profile of Jonathan Altmeyer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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