Amy
Weigand
Ae Wealth Management, LLC
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About this Advisor
Amy Weigand is a chartered financial analyst based in Valley Park, Missouri. Weigand is currently employed by Ae Wealth Management, LLC. During their career, the advisor has held roles at Wells Fargo Clearing Services, Associate Staffing, Hacienda Mexican Restaurant, Abercrombie & Fitch, Fox & Hound, Deweys Pizza, Hooters, Buffalo Wild Wings, Chilis Grill & Bar, Express, Lindenwood University, Caleco'S Bar & Grill, Fefa Asset Management and Ae Wealth Management, LLC. Weigand has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Missouri. Ae Wealth Management, LLC is a firm operating out of Topeka, KS. The company has offices in 450 locations and a total of 571 financial advisors. It oversees $19 billion in assets under management between its 160,475 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 71 charitable organizations. Of its 160,475 client accounts, just 3% are held by high-net-worth investors who have at least $1 million in investable assets. Ae Wealth Management, LLC has a number 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 for financial advisory services usually vary depending on which services the firm provides the client. However, fee types charged by Ae Wealth Management, LLC can be comprised 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
Amy Weigand Work History
Amy has been registered as a financial advisor for 0 years.*
Ae Wealth Management, LLC
Fefa Asset Management
Wells Fargo Clearing Services
Associate Staffing
Hacienda Mexican Restaurant
Abercrombie & Fitch
Fox & Hound
Deweys Pizza
Hooters
Express
Lindenwood University
Caleco'S Bar & Grill
Buffalo Wild Wings
Lindenwood University
Chilis Grill & Bar
*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 Amy Weigand 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
Midvale, UT
Johns Island, SC
Topeka, KS
Mesa, AZ
Platte City, MO
Topeka, KS
Winter Garden, FL
Southfield, MI
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.
