Danielle
Dimarzio

Ae Wealth Management, LLC

CRD#7231330
Investment Advisor
in Topeka, KS

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About this Advisor

Danielle Dimarzio is a financial advisor working in Topeka, Kansas with 3 years of industry experience. Dimarzio is currently employed by Ae Wealth Management, LLC. Throughout their career, Dimarzio has worked at Advisors Excel Wealth Management, Tom Perkuhn- Sherlter Insurance, Kansas Builders Insurance Group, Copeland Insurance Agency and Peoples Insurance Group. Dimarzio 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 financial advisory company operating out of Topeka, KS. The company has offices in 450 locations and a total of 571 financial advisors. It oversees $19 billion in assets under management across its 160,475 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 71 charitable organizations. Of its 160,475 accounts, just 3% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm performs a wide 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 the financial services provided. However, fee types billed by Ae Wealth Management, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

3 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
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

Danielle Dimarzio Work History

Danielle has been registered as a financial advisor for 3 years.*

2018 - Present (6 years)

Advisors Excel Wealth Management

2018 - 2018 (< 1 year)

Tom Perkuhn- Sherlter Insurance

2016 - 2018 (2 years)

Kansas Builders Insurance Group

2014 - 2016 (2 years)

Copeland Insurance Agency

2009 - 2014 (5 years)

Peoples Insurance Group

*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 Danielle Dimarzio 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

Chad Ensign
Mesa, AZ
Russell Strickler
Brighton, MI
John Del-Zio
Topeka, KS
Ryan Vandevelde
Rossville, KS
Dalton Minor
Topeka, KS
Jacob Haynes
Platte City, MO
Sean Hite
Honolulu, HI
Vincent Buttaro
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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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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