Scott
Campbell
Ae Wealth Management, LLC
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About this Advisor
Scott Campbell is a financial advisor working in Austin, Texas who has 4 years of industry experience. Campbell currently works for Ae Wealth Management, LLC. Throughout their career, they have worked at Austin First Financial, Wealth Financial Advisory Services, LLC, Wealth Watch Advisors, LLC, Ae Wealth Management, LLC and University Of Texas. Campbell holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Ae Wealth Management, LLC is a financial advisory firm that has its headquarters in Topeka, KS. The company has offices in 450 locations and a total of 571 people on staff. It handles $19 billion in assets between its 160,475 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 71 charities and foundations. Of its 160,475 customer accounts, just 3% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The business has 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 management fee schedules largely vary depending on which services the firm provides the client. However, fee types charged by Ae Wealth Management, LLC may include some combination 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
Scott Campbell Work History
Scott has been registered as a financial advisor for 4 years.*
Ae Wealth Management, LLC
University Of Texas
Austin First Financial
Wealth Watch Advisors, LLC
Wealth Financial Advisory Services, 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 Scott Campbell 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
Lawrence, KS
Brighton, MI
Midvale, UT
Southfield, MI
Topeka, KS
Winter Garden, FL
Oviedo, FL
Mesa, AZ
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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