Leonard
Kerr
Ae Wealth Management, LLC
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About this Advisor
Leonard Kerr is a certified financial planner working in Carrollton, Texas, with a total of 6 years of industry experience. Kerr is on the advisory team at Ae Wealth Management, LLC. Their career trajectory has included roles at Abeo Mgmt., Corp, Strategic Estate Planning Services, Ae Wealth Management, LLC and Global Financial Private Capital, LLC. Kerr is registered to serve investors in Texas. Ae Wealth Management, LLC is a financial advisory business operating out of Topeka, KS. The investment advisory business has offices in 450 locations and a total of 571 people on staff. It manages $19 billion in assets between its 160,475 client accounts, placing it among the biggest firms in the country by assets under management. The firm advises 71 charities and foundations. Of its 160,475 client accounts, just 3% belong to high-net-worth investors who have more than $1 million in assets. The firm offers 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. Fees for financial advisory services largely vary depending on which service is offered. Fees charged by Ae Wealth Management, LLC most likely are comprised of some blend of 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
Leonard Kerr Work History
Leonard has been registered as a financial advisor for 6 years.*
Ae Wealth Management, LLC
Strategic Estate Planning Services
Global Financial Private Capital, LLC
Abeo Mgmt., Corp
*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 Leonard Kerr 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
Johns Island, SC
Topeka, KS
Midvale, UT
York, PA
Winter Garden, FL
San Diego, CA
Rossville, KS
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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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.
