Brandon
Morgan
Ae Wealth Management, LLC
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About this Advisor
Brandon Morgan is a certified financial planner working in Paducah, Kentucky with 2 years of industry experience. Morgan currently works for Ae Wealth Management, LLC. Over the course of their career, they have held roles at Ae Wealth Management, LLC, Bradshaw & Weil Wealth Management, LLC, The Peoples Bank, Bradshaw & Weil Inc Insurance & Financial Planning, Horter Investment Management, LLC, Virtue Capital Management, LLC, American Financial Education Alliance and American Church Group Of Kentucky. Morgan has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Kentucky. Ae Wealth Management, LLC is an advisory firm based out of Topeka, KS. It has offices in 450 locations and a total of 571 employees. It manages $19 billion in assets under management across its 160,475 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 71 charitable organizations. Of its 160,475 accounts, just 3% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Ae Wealth Management, LLC performs a wide range 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 for financial management largely are based on the services. Fees charged by Ae Wealth Management, LLC may include 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
Brandon Morgan Work History
Brandon has been registered as a financial advisor for 2 years.*
Ae Wealth Management, LLC
Bradshaw & Weil Wealth Management, LLC
The Peoples Bank
Bradshaw & Weil Inc Insurance & Financial Planning
American Financial Education Alliance
Virtue Capital Management, LLC
American Church Group Of Kentucky
Horter Investment Management, LLC
*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 Brandon Morgan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.