John
Del-Zio
Ae Wealth Management, LLC
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About this Advisor
John Del-Zio is a financial advisor who works out of Topeka, Kansas with 1 year of industry experience. Del-Zio is an employee of Ae Wealth Management, LLC. Over the course of their career, they have held roles at Allstate Insurance Company, Cuso Financial Services, Lp, Ae Wealth Management, LLC, Ae Financial Services, LLC, Farmers Financial Solutions and Farmers Insurance. Del-Zio has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Kansas. Ae Wealth Management, LLC is a firm based in Topeka, KS. The investment advisory business has offices in 450 locations and a total of 571 people on staff. It manages $19 billion in total assets between its 160,475 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 71 charities and foundations. Of its 160,475 accounts, just 3% belong to high-net-worth individuals who have greater than $1 million in assets. The company performs a number 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. Financial advisory fee schedules typically depend on the services offered. Fees charged by Ae Wealth Management, LLC most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ae Wealth Management, LLC Brokerage Details
$19,248,840,448
571
160,475
$119,949
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
John Del-Zio Work History
John has been registered as a financial advisor for 1 years.*
Ae Wealth Management, LLC
Ae Financial Services, LLC
Cuso Financial Services, Lp
Farmers Financial Solutions
Farmers Insurance
Allstate Insurance Company
*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 John Del-Zio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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