Adam
Maucher

Ae Wealth Management, LLC

CRD#7492978
Investment Advisor
in Harrison, OH

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About this Advisor

Adam Maucher is a financial advisor who works out of Harrison, Ohio with 1 year of relevant experience. Maucher currently works for Ae Wealth Management, LLC. Throughout their career, they have worked at Conservative Financial Solutions, LLC, Ae Wealth Management, LLC, First Financial Bank and Full-Time Education. Maucher holds a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Indiana, Kentucky, Ohio and Texas. Ae Wealth Management, LLC is a financial advisory firm based in Topeka, KS. The firm has offices in 450 locations and a total of 571 employees. It controls $19 billion in assets between its 160,475 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 71 charitable organizations. Of its 160,475 accounts, just 3% belong to high-net-worth individuals who have greater than $1 million in assets. Ae Wealth Management, LLC has a broad assortment 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. Fees for financial advice typically are based on which service is offered. However, fees charged by Ae Wealth Management, LLC likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

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

10403 Harrison Avenue
Harrison, OH 45030

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$19,248,840,448

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

571

OH Average: 44
Total Number of Accounts

160,475

OH Average: 4,091
Average Account Size

$119,949

OH 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

Adam Maucher Work History

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

2022 - Present (2 years)

Conservative Financial Solutions, LLC

2022 - Present (2 years)

Ae Wealth Management, LLC

2015 - 2022 (7 years)

First Financial Bank

2011 - 2015 (4 years)

Full-Time Education

*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 Adam Maucher 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
Dalton Minor
Topeka, KS
Ryan Vandevelde
Rossville, KS
Chelsea Mcgee
Oviedo, FL
David Swenson
Denver, CO
Jacob Haynes
Platte City, MO
Shawn Mueller
Southfield, MI
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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