Ae Wealth Management, LLC
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
Years of Experience
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Ae Wealth Management, LLC Brokerage Details
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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.
Aewealth Management, LLC
Ev Federal LLC Dba Fefa Investment Management
Aircraft Spruce & Specuality
Michael Allen has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ae Wealth Management, LLC
Melbourne Beach, FL