Morgan
Lawrence
Ae Wealth Management, LLC
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About this Advisor
Morgan Lawrence is a financial advisor based in Topeka, Kansas, working with Ae Wealth Management, LLC. Morgan has previously held positions at Advisors Excel, Alliance Bank, First State Bank, Ae Financial Services, LLC, Ae Wealth Management, LLC, Aurora Securities, Inc, and Secure Asset Management, LLC. Morgan has passed the Series 66 regulatory exam and is registered to provide services in Kansas. Currently, Morgan 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
Services Offered
Fee Structure
Office Location
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Ae Wealth Management, LLC Brokerage Details
$27,082,623,332
578
277,294
$97,668
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
Morgan Lawrence Work History
Ae Wealth Management, LLC
Ae Financial Services, LLC
Aurora Securities, Inc
Secure Asset Management, LLC
Ae Wealth Management, LLC
Advisors Excel
Ae Financial Services, LLC
Alliance Bank
First State Bank
Disclosures
Please visit the SEC profile of Morgan Lawrence 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
Topeka, KS
Marietta, GA
Elizabethtown, KY
Argyle, TX
Englewood, CO
Sun City, AZ
Prospect, KY
Englewood, CO
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