William Harold Wilkinson
Investment adviser representative at Ae Wealth Management, LLC
23 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$49.8BFirm assets
Are you William Harold Wilkinson? Claim your profile
Contact this firm
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
23 years in the industry.
- Ae Wealth Management, LLCNov 2024 to now
- 360 Wealth Management, Inc.Jun 2003 to now
- American Mortgage Specialists, Inc.Jan 2008 to Dec 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 2314953
- Firm CRD
- 282580