Kristine
Skomer
Ae Wealth Management, LLC
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About this Advisor
Kristine Skomer is a financial advisor based in Dayton, Ohio, working with Ae Wealth Management, LLC. Kristine has previously held positions at The Huntington Investment Co, Ae Wealth Management, LLC, Arkadios Capital, and Russell Total Wealth & Wellness. Kristine has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Kristine is part of Ae Wealth Management, LLC, which operates out of Dayton, Ohio. The firm has 343 offices and 578 employees. The firm manages assets totaling $27.1 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include 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. The fee structure at Ae Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ae Wealth Management, LLC Brokerage Details
$27,082,623,332
578
277,294
$97,668
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
Kristine Skomer Work History
Ae Wealth Management, LLC
Arkadios Capital
Russell Total Wealth & Wellness
The Huntington Investment Co
Disclosures
Please visit the SEC profile of Kristine Skomer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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