Brandon Webster Morgan
Investment adviser representative at Ae Wealth Management, LLC
29 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$49.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
29 years in the industry.
- Paducah Insurance AgencyJan 2025 to now
- Ae Wealth Management, LLCJun 2021 to now
- The Peoples BankJan 2007 to now
- Bradshaw & Weil Wealth Management, LLCJan 1997 to now
- American Financial Education AllianceAug 2017 to Jan 2018
- Virtue Capital Management, LLCNov 2016 to Jun 2021
- American Church Group of KentuckyJan 2016 to Jan 2018
- Horter Investment Management, LLCAug 2015 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (KY).
Ae Wealth Management, LLC
$49.8BAssets managed
128,073Clients
464Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2230081
- Firm CRD
- 282580