Christopher Simich
Investment adviser representative at Ae Wealth Management, LLC
19 yearsExperience
1 stateRegistered in
$49.8BFirm assets
10 yearsFirm in business
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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
19 years in the industry.
- Ae Financial Services, LLCAug 2026 to now
- Ae Wealth Management, LLCAug 2026 to now
- Madison Avenue SecuritiesJun 2026 to now
- American Heritage FinancialApr 2026 to now
- Oneamerica SecuritiesMar 2024 to Jun 2026
- American United LifeFeb 2024 to Jun 2026
- Guardian Life Insurance CompanyNov 2023 to Feb 2024
- Park Avenue SecuritiesNov 2023 to Feb 2024
- UnemployedSep 2023 to Nov 2023
- Mutual of Omaha Insurance CompanyMar 2019 to Aug 2023
- Mutual of Omaha Investor ServicesMar 2019 to Aug 2023
- UnemployedJul 2018 to Feb 2019
- Farmers Financial SolutionsJul 2008 to Jun 2018
- Farmers Insurance GroupNov 2007 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 2807014
- Firm CRD
- 282580