Brent Thurber
Investment adviser representative at Ae Wealth Management, LLC
12 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
12 years in the industry.
- Ae Wealth Management, LLCAug 2026 to now
- Clear Solutions, LLC dba Bergen Financial GroupAug 2026 to now
- Fidelity InvestmentsApr 2022 to Jul 2026
- USAA Life Insurance CompanyDec 2020 to Apr 2022
- USAA Investment Services CompanyJan 2018 to Apr 2022
- Hope City ChurchNov 2015 to Jan 2020
- USAA Financial Planning ServicesApr 2014 to Dec 2020
- USAA Financial Advisors IncApr 2014 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2006
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
- 3242644
- Firm CRD
- 282580