Joshua
Miller
Ae Wealth Management, LLC
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About this Advisor
Joshua Miller is a financial advisor operating out of Lawrence, Kansas who has 4 years of industry experience. Miller is an advisor for Ae Wealth Management, LLC. Throughout their career, they have worked at Ae Wealth Management, LLC, Miller Retirement Group, D & K Trucking, Inc, Greentouch and Infinet Solutions. Miller has a Series 65 license, qualifying them as an investment advisor representative, and can work in Kansas. Ae Wealth Management, LLC is a registered investment company that has its headquarters in Topeka, KS. The company has offices in 450 locations and a total of 571 financial advisors. It manages $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 at least $1 million in assets available to invest. The business provides a broad 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. Fees for financial advisory services depend on which service is offered. Fee types billed by Ae Wealth Management, LLC most likely include any combination 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
Joshua Miller Work History
Joshua has been registered as a financial advisor for 4 years.*
Infinet Solutions
Ae Wealth Management, LLC
Miller Retirement Group
D & K Trucking, Inc
Greentouch
*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 Joshua Miller 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
San Diego, CA
Topeka, KS
Oviedo, FL
Midvale, UT
Topeka, KS
Englewood, CO
Platte City, MO
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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