Kyle
Reznicek

Ae Wealth Management, LLC

CRD#5409571
Investment Advisor
in Papillion, NE

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About this Advisor

Kyle Reznicek is a financial advisor operating in Papillion, Nebraska, with 1 year of relevant experience. Reznicek currently works for Ae Wealth Management, LLC. Throughout their career, they have worked at Securities America Inc, Securities America Advisors, Ae Financial Services, LLC and Ae Wealth Management, LLC. Reznicek has Series 63 and Series 66 licenses, which qualify them as a securities broker, and can operate in Kansas and Nebraska. Ae Wealth Management, LLC is a registered investment firm based out of Topeka, KS. The firm has offices in 450 locations and a total of 571 employees. It handles $19 billion in total assets across its 160,475 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 71 charitable organizations. Of its 160,475 accounts, just 3% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Ae Wealth Management, LLC performs a wide range 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 advisory fee schedules largely depend on which service is offered. Fee types charged by Ae Wealth Management, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

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

Papillion, 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

Kyle Reznicek Work History

Kyle has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Ae Financial Services, LLC

2022 - Present (2 years)

Ae Wealth Management, LLC

2011 - 2022 (11 years)

Securities America Inc

2011 - 2022 (11 years)

Securities America Advisors

*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 Kyle Reznicek 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

Scott Winstead
Grapevine, TX
David Swenson
Denver, CO
Shawn Mueller
Southfield, MI
Sean Hite
Honolulu, HI
Vincent Buttaro
Topeka, KS
Thomas Baldwin
York, PA
Jacob Haynes
Platte City, MO
Ashley Robinson
Denver, CO

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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