Nathaniel
Miller

Ae Wealth Management, LLC

CRD#6422142
Investment Advisor
in Topeka, KS

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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

Series 65

Years of Experience

10 years

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

Disclosures

Yes

Office Location

2900 Sw Wanamaker Dr. Suite 203
Topeka, KS 66614

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$8,583,746,349

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

475

KS Average: 44
Total Number of Accounts

74,292

KS Average: 4,091
Average Account Size

$115,541

KS Average: $548,316

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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.

2016 - Present (5 years)

Ae Wealth Management, LLC

2010 - Present (11 years)

Miller Retirement Group

2014 - 2016 (2 years)

Global Financial Private Capital, Lls

2010 - 2016 (6 years)

Advisors Excel

Disclosures

Nathaniel Miller has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ae Wealth Management, LLC

Kade Schoenrock
Riverton, UT
Joshua Wyatt
Topeka, KS
Gabriela Nioce
Topeka, KS
Nathaniel Miller
Topeka, KS
Michael Battaglia
Evansville, IN
Amanda Jager
Elgin, IL
David Tucker
Chicago, IL
Steven Rosborough
Melbourne Beach, FL

This content was compiled from the SEC and FINRA.

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