Ae Wealth Management, LLC
About this Advisor
Nathaniel Miller is an investment advisor whose office is in Topeka, Kansas. Currently an advisor at Ae Wealth Management, LLC, Miller has 10 years of professional experience in the financial advisory industry. Miller maintains a Series 65 license, certifying the advisor as an investment advisor representative. Miller is able to serve customers in Kansas. Miller has gained experience at Miller Retirement Group, Advisors Excel, Global Financial Private Capital, Lls and Ae Wealth Management, LLC. Ae Wealth Management, LLC is headquartered in Topeka, Kansas, and operates out of 323 other brick-and-mortar locations in the nation. Overall, Ae Wealth Management, LLC oversees $9 billion in assets dispersed across 74,292 client accounts and retains more than 475 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 2% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Ae Wealth Management, LLC provides 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 firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Ae Wealth Management, LLC Brokerage Details
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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
Nathaniel Miller Work History
Nathaniel has 10 years of experience.
Ae Wealth Management, LLC
Miller Retirement Group
Global Financial Private Capital, Lls
Nathaniel Miller has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ae Wealth Management, LLC
Melbourne Beach, FL