Levi Carson Wedel
Investment adviser representative at Ae Wealth Management, LLC
16 yearsExperience
2 statesRegistered 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
16 years in the industry.
- Colorado Wealth Solutions LLC dba Financial IntegrityMay 2019 to now
- Ae Wealth Management, LLCFeb 2018 to now
- Miller Retirement GroupDec 2017 to May 2019
- Advisors Excel, LLCOct 2010 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
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
- 5711732
- Firm CRD
- 282580