Kirby
Cundiff
Ae Wealth Management, LLC
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About this Advisor
Kirby Cundiff is a certified financial planner and chartered financial analyst operating out of Valley Park, Missouri with 2 years of industry experience. Cundiff is an advisor for Ae Wealth Management, LLC. Over the course of their career, Cundiff has held roles at Ae Wealth Management, LLC, Fefa, LLC, University Of Maryand Global Campus, Park University, Rochester Institute Of Technology - Dubai and Fefa Asset Management, LLC. Cundiff is registered to advise clients in Missouri and Texas. Ae Wealth Management, LLC is a financial advisory firm based out of Topeka, KS. The firm has offices in 450 locations and a total of 571 employees. It oversees $19 billion in assets among its 160,475 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 71 charitable organizations. Of its 160,475 customer accounts, just 3% belong to high-net-worth individuals who have greater than $1 million in assets. Ae Wealth Management, LLC offers a wide array 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 fees typically are based on which services the firm provides the client. However, fees charged by Ae Wealth Management, LLC most likely consist of 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
Kirby Cundiff Work History
Kirby has been registered as a financial advisor for 2 years.*
Ae Wealth Management, LLC
Fefa Asset Management, LLC
University Of Maryand Global Campus
Fefa, LLC
Park University
Rochester Institute Of Technology - Dubai
*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 Kirby Cundiff 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
Spring, TX
Rossville, KS
Lawrence, KS
Topeka, KS
Englewood, CO
Denver, CO
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.
