Christopher
Radford

Ae Wealth Management, LLC

CRD#1564302
Investment Advisor
in Topeka, KS

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About this Advisor

Christopher Radford is a financial advisor based in Topeka, Kansas who has 5 years of industry experience. Radford is an advisor for Ae Wealth Management, LLC. The advisor has gained experience at Cbr, LLC, 7Twelve Advisors, LLC, Independent Investment Bankers, Corp, Applied Capital, Calton & Associates, Inc, Palomar Financial Services, Inc, Duet Advisory Services LLC, Smart Money Group, LLC, Ae Wealth Management, LLC and Madison Avenue Securities, LLC. Radford holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and can advise clients in Kansas and Texas. Ae Wealth Management, LLC is a financial advisory company headquartered in Topeka, KS. The investment advisory business has offices in 450 locations and a total of 571 advisors. It handles $19 billion in total assets among its 160,475 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 71 charities and foundations. Of its 160,475 customer accounts, just 3% belong to high-net-worth individuals who have greater than $1 million in investable assets. The company performs a broad set 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 typically depend on which services the firm provides the client. Fees charged by Ae Wealth Management, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 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

Office Location

2950 Sw Mcclure Rd. Suite B
Topeka, KS 66614

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$19,248,840,448

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

571

KS Average: 44
Total Number of Accounts

160,475

KS Average: 4,091
Average Account Size

$119,949

KS Average: $548,316

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

Christopher Radford Work History

Christopher has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Ae Wealth Management, LLC

2018 - 2018 (< 1 year)

Madison Avenue Securities, LLC

2017 - 2018 (1 year)

Smart Money Group, LLC

2016 - 2017 (1 year)

Calton & Associates, Inc

2016 - 2018 (2 years)

Duet Advisory Services LLC

2013 - 2016 (3 years)

Palomar Financial Services, Inc

2012 - 2014 (2 years)

Applied Capital

2011 - 2013 (2 years)

7Twelve Advisors, LLC

2010 - 2013 (3 years)

Cbr,LLC

2010 - 2013 (3 years)

Independent Investment Bankers, Corp

*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 Christopher Radford 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

Ryan Vandevelde
Rossville, KS
Kade Schoenrock
Midvale, UT
Shawn Mueller
Southfield, MI
John Del-Zio
Topeka, KS
Chelsea Mcgee
Oviedo, FL
Jacob Haynes
Platte City, MO
Sean Hite
Honolulu, HI
Ashley Robinson
Denver, CO

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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