Jeremy
Green
Ae Wealth Management, LLC
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About this Advisor
Jeremy Green is a financial advisor based in Edina, Minnesota, working with Ae Wealth Management, LLC. Jeremy has previously held positions at Kdv Wealth Management, M Holdings Securities, Inc, Massachusetts Mutual Life Insurance Company, Msi Financial Services, Inc, Mml Investor Services, Inc, Wealth Strategist Designs, Associated Bank Private Client Services, Lpl Financial LLC, The Leaders Group, Inc, Ae Wealth Management, LLC, Advisors Excel, Financial Independence Group, Madison Avenue Securities, Ae Financial Services, LLC, Alliance America Corporation, United Advisors America Corporation, and Comprehensive Brokerage Services. Jeremy has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Kansas and Minnesota. Currently, Jeremy is part of Ae Wealth Management, LLC, which operates out of Edina, Minnesota. The firm has 343 offices and 578 employees. The firm manages assets totaling $27.1 billion and serves high-net-worth clients. The services offered by the firm include 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 fee structure at Ae Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ae Wealth Management, LLC Brokerage Details
$27,082,623,332
578
277,294
$97,668
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
Jeremy Green Work History
Madison Avenue Securities
Ae Wealth Management, LLC
Advisors Excel
Wealth Strategist Designs
Ae Financial Services, LLC
Financial Independence Group
The Leaders Group, Inc
Alliance America Corporation
United Advisors America Corporation
Comprehensive Brokerage Services
Associated Bank Private Client Services
Lpl Financial LLC
Mml Investor Services, Inc
Massachusetts Mutual Life Insurance Company
Msi Financial Services, Inc
Kdv Wealth Management
M Holdings Securities, Inc
Disclosures
Please visit the SEC profile of Jeremy Green 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
Topeka, KS
Topeka, KS
Elizabethtown, KY
Argyle, TX
Englewood, CO
Sun City, AZ
Prospect, KY
Englewood, CO
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