Eric
Ottesen
Ae Wealth Management, LLC
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About this Advisor
Eric Ottesen is a financial advisor operating in Eugene, Oregon with 4 years of relevant experience. Ottesen works at Ae Wealth Management, LLC. Ottesen has gained experience at Ae Wealth Management, LLC, Onwealth Retirement Resources LLC and Bridge Financial Services LLC. Ottesen maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in Oregon. Ae Wealth Management, LLC is a company headquartered in Topeka, KS. The company has offices in 450 locations and a total of 571 employees. It handles $19 billion in total assets among its 160,475 customer accounts, making it one of the largest firms in the United States by assets under management. The firm serves 71 charities and foundations. Of its 160,475 client accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets. Ae Wealth Management, LLC provides a number 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 management fee schedules usually are based on the type of financial services. Fee types billed by Ae Wealth Management, LLC most likely include 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
Eric Ottesen Work History
Eric has been registered as a financial advisor for 4 years.*
Ae Wealth Management, LLC
Bridge Financial Services LLC
Onwealth Retirement Resources LLC
*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 Eric Ottesen 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
Rossville, KS
York, PA
Winter Garden, FL
Topeka, KS
Mesa, AZ
Topeka, KS
Denver, CO
Platte City, MO
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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