Michael
Battaglia

Ae Wealth Management, LLC

CRD#6483214
Investment Advisor
in Evansville, IN

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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

Series 65

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

815 John Street
Evansville, IN 47713

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$8,583,746,349

IN Average: $2,243,162,756
Total Number of Employees

475

IN Average: 44
Total Number of Accounts

74,292

IN Average: 4,091
Average Account Size

$115,541

IN Average: $548,316

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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.

2017 - Present (4 years)

Ae Wealth Management, LLC

2015 - Present (6 years)

Casey Wealth Consultants

2015 - 2017 (2 years)

Global Financial Private Capital, LLC

2010 - 2015 (5 years)

Secure Life Benefits

Disclosures

Michael Battaglia has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ae Wealth Management, LLC

Kade Schoenrock
Riverton, UT
Joshua Wyatt
Topeka, KS
Gabriela Nioce
Topeka, KS
Nathaniel Miller
Topeka, KS
Michael Battaglia
Evansville, IN
Amanda Jager
Elgin, IL
David Tucker
Chicago, IL
Steven Rosborough
Melbourne Beach, FL

This content was compiled from the SEC and FINRA.

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