Matthew
Black
Ae Wealth Management, LLC
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About this Advisor
Matthew Black is a certified financial planner who works out of Overland Park, Kansas who has 1 year of relevant experience. Black is an employee of Ae Wealth Management, LLC. Over the course of their career, they have held roles at Charles Schwab & Co., Inc, Charles Schwab Bank, State Street Corporation, Larson Financial Services, Subway, Rockhurst High School, Saint Louis University, Miller Retirement Group and Ae Wealth Management, LLC. Black holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Kansas. Ae Wealth Management, LLC is a company operating out of Topeka, KS. The company has offices in 450 locations and a total of 571 advisors. It administers $19 billion in total assets among its 160,475 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 71 charities and foundations. Of its 160,475 accounts, just 3% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The business offers a diverse 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 charged by financial advisors typically vary depending on the financial services. Fee types charged by Ae Wealth Management, LLC most likely consist of some 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
Matthew Black Work History
Matthew has been registered as a financial advisor for 1 years.*
Miller Retirement Group
Ae Wealth Management, LLC
Charles Schwab & Co., Inc
Charles Schwab Bank
State Street Corporation
Subway
Saint Louis University
Larson Financial Services
Rockhurst High School
*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 Matthew Black 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
Mesa, AZ
Topeka, KS
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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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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.
