Keith
Stinebaker
Ae Wealth Management, LLC
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About this Advisor
Keith Stinebaker is a financial advisor operating out of Saint Peters, Missouri, with 1 year of industry experience. Stinebaker is an advisor for Ae Wealth Management, LLC. The advisor has gained experience at National Planning Corporation, Kalos Management, Madison Avenue Securities, Ae Wealth Management LLC, L & S Capital Investments Dba Summit Tax And Wealth Advisory and Kalos Capital. Stinebaker has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Missouri. Ae Wealth Management, LLC is an advisory firm that has its headquarters in Topeka, KS. The investment advisory business has offices in 450 locations and a total of 571 people on staff. It oversees $19 billion in total assets between its 160,475 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 71 charitable organizations. Of its 160,475 client accounts, just 3% belong to high-net-worth clients who have greater than $1 million in assets. The firm offers 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. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fees billed by Ae Wealth Management, LLC most likely include any combination 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
Keith Stinebaker Work History
Keith has been registered as a financial advisor for 1 years.*
Madison Avenue Securities
Ae Wealth Management LLC
L & S Capital Investments Dba Summit Tax And Wealth Advisory
Kalos Management
Kalos Capital
National Planning Corporation
*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 Keith Stinebaker 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
Rossville, KS
Midvale, UT
Honolulu, HI
Topeka, KS
Mesa, AZ
Topeka, KS
Platte City, MO
Winter Garden, FL
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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