Madeline
Key

Ae Wealth Management, LLC

CRD#7484617
Investment Advisor
in Topeka, KS

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About this Advisor

Madeline Key is a financial advisor based in Topeka, Kansas, working with Ae Wealth Management, LLC. Madeline has previously held positions at Ae Wealth Management LLC, Jones Advisory Group, Ssc Cpas & Advisors, Spin Pizza, Student, Iron Rail Brewing, and Cbiz. Madeline has passed the Series 65 regulatory exam and is registered to provide services in Kansas. Currently, Madeline is part of Ae Wealth Management, LLC, which operates out of Topeka, Kansas. The firm has 343 offices and 578 employees. The firm manages assets totaling $27.1 billion and serves high-net-worth clients. The services offered by the firm include 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. The fee structure at Ae Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

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

2951 Sw Woodside Dr
Topeka, KS 66614

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$27,082,623,332

KS Average: $2,243,162,756
Total Number of Employees

578

KS Average: 44
Total Number of Accounts

277,294

KS Average: 4,091
Average Account Size

$97,668

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

Madeline Key Work History

2021 - Present (3 years)

Ae Wealth Management LLC

2021 - Present (3 years)

Jones Advisory Group

2020 - 2021 (1 year)

Ssc Cpas & Advisors

2020 - 2020 (< 1 year)

Spin Pizza

2019 - 2019 (< 1 year)

Iron Rail Brewing

2019 - 2019 (< 1 year)

Cbiz

2016 - 2020 (4 years)

Student

2016 - 2018 (2 years)

Spin Pizza

2015 - 2016 (1 year)

Jones Advisory Group

2011 - 2016 (5 years)

Student

Disclosures

Please visit the SEC profile of Madeline Key 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

Jeremiah Sullivan
Topeka, KS
Stewart Smith
Greenville, SC
Douglas Lederer
Omaha, NE
William Sneckner
Englewood, CO
Dayne Ventrone
Sun City, AZ
Troy Todd
Elizabethtown, KY
Alexander Staverosky
Englewood, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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