Alexander
Walther

Ae Wealth Management, LLC

CRD#6468196
Investment Advisor
in Brighton, MI

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About this Advisor

Alexander Walther is a financial advisor who works in Brighton, Michigan with a total of 1 year of industry experience. Walther is an advisor for Ae Wealth Management, LLC. Walther has gained experience at Central Michigan University, Strickler Financial Group, Mt Holly Ski And Snowboard School, J.P. Morgan Securities LLC, Jpmorgan Chase Bank, N.A, First National Acceptance Company, Tjmaxx, Gander Mountain, Northwestern Mutual, Northwestern Mutual Investment Services LLC, Macys, Central Michigan University Research Corporation and Red Wing Shoe Company. Walther has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Michigan. Ae Wealth Management, LLC is a registered investment business based in Topeka, KS. The firm has offices in 450 locations and a total of 571 financial advisors. It has $19 billion in total assets between its 160,475 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 71 charitable organizations. Of its 160,475 accounts, just 3% belong to high-net-worth individuals who have more than $1 million in investable assets. Ae Wealth Management, LLC performs a broad array of services, including 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 are based on which service is provided. Fee types billed by Ae Wealth Management, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

10299 E Grand River Avenue Suite I
Brighton, MI 48116

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$19,248,840,448

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

571

MI Average: 44
Total Number of Accounts

160,475

MI Average: 4,091
Average Account Size

$119,949

MI 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

Alexander Walther Work History

Alexander has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Strickler Financial Group

2019 - 2021 (2 years)

J.P. Morgan Securities LLC

2019 - 2021 (2 years)

Jpmorgan Chase Bank, N.A

2017 - 2019 (2 years)

First National Acceptance Company

2015 - 2016 (1 year)

Northwestern Mutual

2015 - 2016 (1 year)

Northwestern Mutual Investment Services LLC

2015 - 2017 (2 years)

Central Michigan University Research Corporation

2014 - 2017 (3 years)

Tjmaxx

2014 - 2017 (3 years)

Gander Mountain

2014 - 2014 (< 1 year)

Macys

2013 - 2017 (4 years)

Central Michigan University

2012 - 2013 (1 year)

Red Wing Shoe Company

2010 - 2014 (4 years)

Mt Holly Ski And Snowboard School

*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 Alexander Walther 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

Thomas Baldwin
York, PA
Joseph Vinson
Spring, TX
Shawn Mueller
Southfield, MI
Scott Winstead
Grapevine, TX
Dalton Minor
Topeka, KS
William Sneckner
Englewood, CO
Sean Hite
Honolulu, HI
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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