Michael
Allen

Ae Wealth Management, LLC

CRD#7235289
Investment Advisor
in Valley Park, MO

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About this Advisor

Michael Allen is a financial advisor operating out of Valley Park, Missouri, who has been in the financial industry for 10 years. Allen is an advisor for Ae Wealth Management, LLC. Their career trajectory has included roles at Aewealth Management, LLC, Ev Federal LLC Dba Fefa Investment Management, Baraonda, City Varsity and Aircraft Spruce & Specuality. Allen maintains a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Missouri. Ae Wealth Management, LLC is an advisory firm operating out of Valley Park, Missouri. The company has offices in 323 locations and a total of 475 financial advisors. It administers $9 billion in assets under management among its 74,292 client accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advice to six charities and foundations. Of its 74,292 accounts, just 2% are held by high-net-worth investors who have at least $1 million in assets. The firm provides a diverse set 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 largely vary depending on the type of financial services offered. Fees charged by Ae Wealth Management, LLC can consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

530 Vance Rd.
Valley Park, MO 63088

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$8,583,746,349

MO Average: $2,243,162,756
Total Number of Employees

475

MO Average: 44
Total Number of Accounts

74,292

MO Average: 4,091
Average Account Size

$115,541

MO Average: $548,316

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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

Michael Allen Work History

Michael has 10 years of experience.

2020 - Present (1 year)

Aewealth Management, LLC

2018 - Present (3 years)

Ev Federal LLC Dba Fefa Investment Management

2018 - 2018 (< 1 year)

Baraonda

2014 - 2018 (4 years)

City Varsity

2011 - 2014 (3 years)

Baraonda

2010 - 2011 (1 year)

Aircraft Spruce & Specuality

Disclosures

Michael Allen has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ae Wealth Management, LLC

Steven Rosborough
Melbourne Beach, FL
Bradley Barkate
Bakersfield, CA
Benjamin Schrock
Wadsworth, OH
Joshua Lewis
Loveland, CO
James Byrd
Daphne, AL
Colleen Lemasters
Wadsworth, OH
Tyler Zavala
Peoria, AZ
Gabriela Nioce
Topeka, KS

This content was compiled from the SEC and FINRA.

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