Danielle
Delong
Ae Wealth Management, LLC
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About this Advisor
Danielle Delong is a financial advisor based in Morton, Illinois, working with Ae Wealth Management, LLC. Danielle has previously held positions at Wells Fargo Advisors, LLC, Wells Fargo Bank Na, Wells Fargo Clearing Services, LLC, Wells Fargo Bank, Na, Suntrust, Whitaker Wealth Management Services, and Ae Wealth Management, LLC. Danielle has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Illinois. Currently, Danielle is part of Ae Wealth Management, LLC, which operates out of Morton, Illinois. The firm has 343 offices and 578 employees. The firm manages assets totaling $27.1 billion and serves high-net-worth clients. 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
Danielle Delong Work History
Whitaker Wealth Management Services
Ae Wealth Management, LLC
Wells Fargo Bank, Na
Wells Fargo Clearing Services, LLC
Suntrust
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Bank Na
Disclosures
Please visit the SEC profile of Danielle Delong 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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