Scott
Winstead
Ae Wealth Management, LLC
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About this Advisor
Scott Winstead is a financial advisor operating in Grapevine, Texas with 6 years of industry experience. Winstead is currently employed by Ae Wealth Management, LLC. Their career trajectory has included roles at Trustmont Financial Group, Inc, Razor Asset Management LLC, Ae Wealth Management, LLC and Compass Retirement, Inc. Winstead maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Texas. Ae Wealth Management, LLC is a financial advisory company that has its headquarters in Topeka, KS. It has offices in 450 locations and a total of 571 employees. It controls $19 billion in assets under management between its 160,475 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 71 charitable organizations. Of its 160,475 customer accounts, just 3% are held by high-net-worth investors who have greater than $1 million in assets. Ae Wealth Management, LLC provides a broad array 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 charged by financial advisors depend on which service is offered. Fee types billed by Ae Wealth Management, LLC likely consist 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 Winstead Work History
Scott has been registered as a financial advisor for 6 years.*
Ae Wealth Management, LLC
Compass Retirement, Inc
Trustmont Financial Group, Inc
Razor Asset Management 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 Winstead 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
Lawrence, KS
Topeka, KS
Platte City, MO
Winter Garden, FL
Midvale, UT
Topeka, KS
Denver, CO
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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