Michael I Hepner
Investment adviser representative at Ae Wealth Management, LLC
12 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
12 years in the industry.
- Ae Wealth Management, LLCJan 2018 to now
- Hepner IncFeb 2016 to now
- Legacy Retirement Advisors IncSep 2014 to now
- Global Financial Private Capital, LLCMar 2017 to Jan 2018
- Virtue Capital Management, LLCMar 2016 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 2 states (FL, NJ).
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
- 5984755
- Firm CRD
- 282580