Mark Richard Courtemanche
Investment adviser representative at Ae Wealth Management, LLC
18 yearsExperience
1 stateRegistered in
ChFC®Designation
$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
18 years in the industry.
- Ae Wealth Management, LLCOct 2019 to now
- Pinnacle Retirement SolutionsJul 2015 to now
- Pal RentalsSep 2022 to Aug 2024
- Capital Investment Group, Inc.Oct 2017 to Feb 2019
- Capital Investment GroupNov 2013 to Dec 2016
- Portfolio Medics, LLCFeb 2013 to Oct 2019
- Outer Banks Financial, LLCJun 2007 to Feb 2019
- Courtemanche & Associates, Inc.Mar 2006 to Jun 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 2651246
- Firm CRD
- 282580