Devin
Burris
Ae Wealth Management, LLC
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About this Advisor
Devin Burris is a financial advisor who works in Valley Park, Missouri with a total of 4 years of industry experience. Burris is on the advisory team at Ae Wealth Management, LLC. The advisor has gained experience at Ae Wealth Management, LLC, Fefa, LLC, Ssm Health St. Louis University Hospital, St. Lukes Hospital, Oldcastle Glass, Fefa Asset Management, LLC, Ev Federal, LLC and Fefa Advisors LLC (Previously Ev Federal, LLC ). Burris maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to advise clients in Missouri and Texas. Ae Wealth Management, LLC is a registered investment business headquartered in Topeka, KS. It has offices in 450 locations and a total of 571 people on staff. It oversees $19 billion in assets between its 160,475 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 71 charitable organizations. Of its 160,475 client accounts, just 3% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Ae Wealth Management, LLC has a number 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. Financial management fee schedules largely depend on which service is provided. However, 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
Devin Burris Work History
Devin has been registered as a financial advisor for 4 years.*
Fefa Advisors LLC (Previously Ev Federal, LLC )
Ae Wealth Management, LLC
Fefa, LLC
Fefa Asset Management, LLC
Ev Federal, LLC
Ssm Health St. Louis University Hospital
St. Lukes Hospital
Oldcastle Glass
*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 Devin Burris 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
York, PA
Topeka, KS
Johns Island, SC
Valley Park, MO
Spring, TX
Southfield, MI
Englewood, CO
Topeka, KS
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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