Christian
Williams
Ae Wealth Management, LLC
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About this Advisor
Christian Williams is a financial advisor who works in Sandy, Utah. Williams currently works for Ae Wealth Management, LLC. During their career, Williams has held roles at Morgan Stanley, Central Servicing, Gohealth, Brookstone Capital Management, Foundations Investment Advisors, LLC, Ae Wealth Management, LLC, Heritage Wealth Management, Fidelity Brokerage Services, LLC and Wells Fargo Advisors LLC. Williams maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Utah. Ae Wealth Management, LLC is a financial advisory business that has its headquarters in Topeka, KS. The investment advisory business has offices in 450 locations and a total of 571 advisors. It controls $19 billion in total assets across its 160,475 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves 71 charities and foundations. Of its 160,475 client accounts, just 3% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The firm 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. A financial advisor's fee schedules are based on which service is offered. Fee types charged by Ae Wealth Management, LLC likely consist 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
Christian Williams Work History
Christian has been registered as a financial advisor for 0 years.*
Ae Wealth Management, LLC
Heritage Wealth Management
Foundations Investment Advisors, LLC
Morgan Stanley
Brookstone Capital Management
Gohealth
Central Servicing
Fidelity Brokerage Services, LLC
Wells Fargo Advisors 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 Christian Williams 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
Topeka, KS
Oviedo, FL
Winter Garden, FL
Topeka, KS
Lawrence, 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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