Brandon
Seifert

Ae Wealth Management, LLC

CRD#5387728
Investment Advisor
in Omaha, NE

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About this Advisor

Brandon Seifert is a financial advisor working in Omaha, Nebraska, who has 2 years of industry experience. Seifert is an advisor for Ae Wealth Management, LLC. Over the course of their career, they have held roles at Td Ameritrade, Securities America Inc, Securities America Advisors, Ae Financial Services, LLC and Ae Wealth Management, LLC. Seifert maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to serve investors in Kansas and Nebraska. Ae Wealth Management, LLC is a financial advisory firm that has its headquarters in Topeka, KS. The company has offices in 450 locations and a total of 571 people on staff. It administers $19 billion in assets between its 160,475 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 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 investable assets. The firm performs a broad 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 advisory fee schedules depend on which services the firm provides the client. Fee types charged by Ae Wealth Management, LLC may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 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

Office Location

Omaha, NE

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$19,248,840,448

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

571

NE Average: 44
Total Number of Accounts

160,475

NE Average: 4,091
Average Account Size

$119,949

NE Average: $548,316

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

Brandon Seifert Work History

Brandon has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Ae Financial Services, LLC

2021 - Present (3 years)

Ae Wealth Management, LLC

2014 - 2021 (7 years)

Securities America Advisors

2013 - 2021 (8 years)

Securities America Inc

2007 - 2013 (6 years)

Td Ameritrade

*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 Brandon Seifert 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

Chad Ensign
Mesa, AZ
Kacy Brannum
Valley Park, MO
Chelsea Mcgee
Oviedo, FL
Sean Hite
Honolulu, HI
Gabriela Nioce
Topeka, KS
Ashley Robinson
Denver, CO
Shawn Mueller
Southfield, MI
Ryan Vandevelde
Rossville, KS

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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