Dustin
Sutton

Ae Wealth Management, LLC

CRD#6403399
Investment Advisor
in Salt Lake City, UT

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About this Advisor

Dustin Sutton is a financial advisor based in Salt Lake City, Utah, working with Ae Wealth Management, LLC. Dustin has previously held positions at Questar Capital Corporation, American Senior Benefits, American United Life, Oneamerica Securities, Silver Key Benefits, and Ae Wealth Management, LLC. Dustin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Dustin is part of Ae Wealth Management, LLC, which operates out of Salt Lake City, Utah. The firm has 343 offices and 578 employees. The firm manages assets totaling $27.1 billion and serves high-net-worth clients. The services offered by the firm include 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. The fee structure at Ae Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3780 S West Temple Dr Ste 101
Salt Lake City, UT 84115

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$27,082,623,332

UT Average: $2,243,162,756
Total Number of Employees

578

UT Average: 44
Total Number of Accounts

277,294

UT Average: 4,091
Average Account Size

$97,668

UT Average: $548,316

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

Dustin Sutton Work History

2024 - Present (0 year)

Ae Wealth Management, LLC

2016 - Present (8 years)

American United Life

2016 - Present (8 years)

Oneamerica Securities

2016 - Present (8 years)

Silver Key Benefits

2015 - 2015 (< 1 year)

Questar Capital Corporation

2009 - 2015 (6 years)

American Senior Benefits

Disclosures

Please visit the SEC profile of Dustin Sutton 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

Morgan Lawrence
Topeka, KS
Nicholas Taylor
Topeka, KS
Jeremiah Sullivan
Topeka, KS
William Sneckner
Englewood, CO
Dayne Ventrone
Sun City, AZ
Jennifer Cramer
Marietta, GA
Alexander Staverosky
Englewood, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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