Michael
Windle
Ae Wealth Management, LLC
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About this Advisor
Michael Windle is a financial advisor working out of Plymouth, Michigan, who has 3 years of relevant experience. Windle currently works for Ae Wealth Management, LLC. During their career, the advisor has held roles at The Huntington Investment Company, Huntington National Bank, Schoolcraft College, Kalos Capital, Kalos Management, Ae Wealth Management, LLC, Custom Wealth Solutions, Custom Tax Solutions, LLC and Custom Insurance Solutions, LLC. Windle maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Michigan. Ae Wealth Management, LLC is a company operating out of Topeka, KS. The firm has offices in 450 locations and a total of 571 people on staff. It has $19 billion in assets under management between its 160,475 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 71 charities and foundations. Of its 160,475 accounts, just 3% are held by high-net-worth individuals who have at least $1 million in assets. Ae Wealth Management, LLC 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. Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types billed 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
Michael Windle Work History
Michael has been registered as a financial advisor for 3 years.*
Ae Wealth Management, LLC
Custom Tax Solutions, LLC
Custom Insurance Solutions, LLC
Custom Wealth Solutions
Kalos Capital
Kalos Management
The Huntington Investment Company
Huntington National Bank
Schoolcraft College
*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 Michael Windle 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
San Diego, CA
Topeka, KS
York, PA
Denver, CO
Topeka, KS
Topeka, KS
Rossville, 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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