Jeremiah
Sullivan

Ae Wealth Management, LLC

CRD#6870585
Investment Advisor
in Topeka, KS

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About this Advisor

Jeremiah Sullivan is a financial advisor operating in Topeka, Kansas with a total of 5 years of relevant experience. Sullivan is currently employed by Ae Wealth Management, LLC. Throughout their career, Sullivan has worked at Madison Avenue Securities, LLC, Advisors Excel, Berberich Trahan & Co, Cinnamonster, Bag N Save Grocery, York College, Ae Wealth Management, LLC and Ae Financial Services, LLC. Sullivan has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Kansas. Ae Wealth Management, LLC is an advisory business based out of Topeka, KS. The company has offices in 450 locations and a total of 571 employees. It administers $19 billion in total assets between its 160,475 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 71 charities and foundations. Of its 160,475 client accounts, just 3% are associated with high-net-worth investors who have at least $1 million in assets. The business has a diverse assortment of services, such as 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. Fees charged by financial advisors typically depend on which services are provided. However, fees billed by Ae Wealth Management, LLC can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

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.
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

Jeremiah Sullivan Work History

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

2020 - Present (4 years)

Ae Financial Services, LLC

2018 - Present (6 years)

Ae Wealth Management, LLC

2017 - Present (7 years)

Advisors Excel

2017 - 2018 (1 year)

Madison Avenue Securities, LLC

2016 - 2017 (1 year)

Berberich Trahan & Co

2015 - 2015 (< 1 year)

Cinnamonster

2014 - 2015 (1 year)

Bag N Save Grocery

2014 - 2014 (< 1 year)

York College

*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 Jeremiah Sullivan 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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