Wayne
Atkins
Ae Wealth Management, LLC
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About this Advisor
Wayne Atkins is a financial advisor based out of Valley Park, Missouri who has 1 year of industry experience. Atkins currently works for Ae Wealth Management, LLC. Throughout their career, they have worked at Fefa, LLC, Fefa Asset Managment, LLC, Ae Wealth Management, LLC, Xander Law Group, P.A and Erik W. Scharf, P.A. Atkins holds a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in Missouri. Ae Wealth Management, LLC is a registered investment business based out of Topeka, KS. The company has offices in 450 locations and a total of 571 people on staff. It controls $19 billion in assets between its 160,475 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 71 charities and foundations. Of its 160,475 accounts, just 3% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Ae Wealth Management, LLC has a wide 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. Financial management fee schedules usually are based on the type of financial services. However, fees charged 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
Wayne Atkins Work History
Wayne has been registered as a financial advisor for 1 years.*
Fefa, LLC
Fefa Asset Managment, LLC
Ae Wealth Management, LLC
Xander Law Group, P.A
Xander Law Group, P.A
Erik W. Scharf, P.A
*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 Wayne Atkins 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
Johns Island, SC
San Diego, CA
Midvale, UT
Denver, CO
Topeka, KS
Lawrence, KS
Mesa, AZ
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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