Raymond
Whitaker
Ae Wealth Management, LLC
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About this Advisor
Raymond Whitaker is a chartered financial consultant working in Morton, Illinois with a total of 5 years of industry experience. Whitaker is an employee of Ae Wealth Management, LLC. Over the course of their career, they have held roles at Gf Investment Services LLC, Tremont First Financial Services, First National Bank Tremont, Global Financial Private Capital LLC, Ae Wealth Management, LLC, Berthel Fisher & Company Financial Services Inc and Whitaker Wealth Management Services. Whitaker maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Illinois and Texas. Ae Wealth Management, LLC is an advisory business that has its headquarters in Topeka, KS. The firm has offices in 450 locations and a total of 571 people on staff. It controls $19 billion in total assets between its 160,475 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 71 charitable organizations. Of its 160,475 client accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Ae Wealth Management, LLC performs a broad range of services, including 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 advisory fees depend on the financial services provided. However, fees 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
Raymond Whitaker Work History
Raymond has been registered as a financial advisor for 5 years.*
Whitaker Wealth Management Services
Ae Wealth Management, LLC
Gf Investment Services LLC
Global Financial Private Capital LLC
Berthel Fisher & Company Financial Services Inc
Berthel Fisher & Company Financial Services Inc
Tremont First Financial Services
First National Bank Tremont
*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 Raymond Whitaker 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
Rossville, KS
Denver, CO
Southfield, MI
Topeka, KS
Grapevine, TX
Johns Island, SC
Topeka, KS
Topeka, KS
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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