Tyson
Schmitt

Ae Wealth Management, LLC

CRD#5041188
Investment Advisor
in Topeka, KS

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About this Advisor

Tyson Schmitt is a financial advisor operating in Topeka, Kansas who has 2 years of relevant experience. Schmitt currently works for Ae Wealth Management, LLC. Their career trajectory has included roles at Bank Of The West, Tdameritrade, Country Club Financial, Waddell & Reed, Ae Wealth Management, LLC, Ae Financial Services, LLC and Advisors Excel. Schmitt holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to advise clients in Kansas. Ae Wealth Management, LLC is an advisory business operating out of Topeka, KS. The company has offices in 450 locations and a total of 571 advisors. It manages $19 billion in total assets among its 160,475 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to 71 charitable organizations. Of its 160,475 client accounts, just 3% are associated with high-net-worth investors who have greater than $1 million in investable assets. Ae Wealth Management, LLC performs a diverse array of services, such as 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 usually are based on which service is offered. However, fees billed by Ae Wealth Management, LLC likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 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

Office Location

4123 Sw Gage Center Drive Suite 101
Topeka, KS 66604

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$19,248,840,448

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

571

KS Average: 44
Total Number of Accounts

160,475

KS Average: 4,091
Average Account Size

$119,949

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

Tyson Schmitt Work History

Tyson has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Ae Wealth Management, LLC

2021 - Present (3 years)

Ae Financial Services, LLC

2021 - Present (3 years)

Advisors Excel

2018 - 2021 (3 years)

Waddell & Reed

2016 - 2021 (5 years)

Country Club Financial

2013 - 2016 (3 years)

Tdameritrade

2006 - 2013 (7 years)

Bank Of The West

*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 Tyson Schmitt 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

Shawn Mueller
Southfield, MI
David Swenson
Denver, CO
Lennrd Fly
Johns Island, SC
Kade Schoenrock
Midvale, UT
Sheila Snowdon
Winter Garden, FL
John Del-Zio
Topeka, KS
Chelsea Mcgee
Oviedo, FL
Ashley Robinson
Denver, CO

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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