Colin
Meddaugh
Ae Wealth Management, LLC
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About this Advisor
Colin Meddaugh is a financial advisor working out of Mt. Pleasant, South Carolina who has 5 years of industry experience. Meddaugh is on the advisory team at Ae Wealth Management, LLC. Throughout their career, they have worked at United States Navy, First Command Financial Planning, Inc, First Command Advisory Services, First Command Insurance Services, Inc, Madison Avenue Securities, LLC, Ae Wealth Management, LLC, Ephas LLC, Dba Ephas Financial, United States Navy Reserve and Imagine Financial. Meddaugh has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Georgia, South Carolina and Texas. Ae Wealth Management, LLC is a financial advisory business based in Topeka, KS. The firm has offices in 450 locations and a total of 571 people on staff. It controls $19 billion in assets between its 160,475 customer accounts, making it one of the largest firms in the United States by assets under management. The firm advises 71 charities and foundations. Of its 160,475 customer accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The company offers a number 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 fees largely depend on the type of services provided. Fees billed by Ae Wealth Management, LLC may 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
Colin Meddaugh Work History
Colin has been registered as a financial advisor for 5 years.*
Imagine Financial
Madison Avenue Securities, LLC
Ae Wealth Management, LLC
United States Navy Reserve
Ephas LLC, Dba Ephas Financial
First Command Advisory Services
First Command Insurance Services, Inc
First Command Financial Planning, Inc
First Command Financial Planning, Inc
United States Navy
*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 Colin Meddaugh 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
Mesa, AZ
Lawrence, KS
Rossville, KS
Oviedo, FL
Topeka, KS
Honolulu, HI
Southfield, MI
Winter Garden, FL
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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