Ae Wealth Management, LLC
About this Advisor
Michael Battaglia is an advisor based in Evansville, Indiana. Currently an investment advisor at Ae Wealth Management, LLC, they have gathered 10 years of experience as a financial advisor. Battaglia has a Series 65 license, designating them as an investment advisor representative. Battaglia is able to advise investors in Indiana and Kentucky. Battaglia has gained experience at Secure Life Benefits, Casey Wealth Consultants, Global Financial Private Capital, LLC and Ae Wealth Management, LLC. Ae Wealth Management, LLC is headquartered in Evansville, Indiana, and has 323 other offices in the country. Overall, Ae Wealth Management, LLC oversees $9 billion in assets covering 74,292 accounts and employs more than 475 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 2% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Ae Wealth Management, LLC offers 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 may charge clients 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
Michael Battaglia Work History
Michael has 10 years of experience.
Ae Wealth Management, LLC
Casey Wealth Consultants
Global Financial Private Capital, LLC
Secure Life Benefits
Michael Battaglia has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ae Wealth Management, LLC
Melbourne Beach, FL