Daniel
Philipi

Ae Wealth Management, LLC

CRD#6757155
Investment Advisor
in Topeka, KS

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About this Advisor

Daniel Philipi is a financial advisor operating out of Topeka, Kansas who has 6 years of industry experience. Philipi is an employee of Ae Wealth Management, LLC. Over the course of their career, Philipi has held roles at Ae Wealth Management, LLC, Infinity Advisory Group LLC Dba Jc Grason Of Topeka and Caterpillar Work Tools. Philipi holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in Kansas. Ae Wealth Management, LLC is a business based in Topeka, KS. The investment advisory business has offices in 450 locations and a total of 571 financial advisors. It administers $19 billion in assets between its 160,475 client accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advisory services to 71 charities and foundations. Of its 160,475 client accounts, just 3% belong to high-net-worth investors who have greater than $1 million in assets. Ae Wealth Management, LLC has a wide 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 management fee schedules typically vary depending on which services are provided. Fees billed by Ae Wealth Management, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

6 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

3615 Sw 29Th Street Suite 205
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

Daniel Philipi Work History

Daniel has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Ae Wealth Management, LLC

2016 - Present (8 years)

Infinity Advisory Group LLC Dba Jc Grason Of Topeka

2002 - 2016 (14 years)

Caterpillar Work Tools

*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 Daniel Philipi 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

Chelsea Mcgee
Oviedo, FL
Thomas Baldwin
York, PA
John Del-Zio
Topeka, KS
Ryan Vandevelde
Rossville, KS
Chad Ensign
Mesa, AZ
Kade Schoenrock
Midvale, UT
Sheila Snowdon
Winter Garden, FL
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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