Amy Rebecca Kincaid
Investment adviser representative at Ae Wealth Management, LLC
16 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
16 years in the industry.
- Kincaid Property Management, LLCMay 2025 to now
- AuthorMar 2025 to now
- Ae Medicare Partnership ProgramJan 2025 to now
- Kfs, LLCNov 2024 to now
- Ae Wealth Management, LLCNov 2021 to now
- Kincaid Retirement and Wealth Mmgt. dba Kincaid Wealth, LLCApr 2019 to now
- Philip Allen, IncOct 2012 to now
- Tarkenton FinancialFeb 2010 to now
- Madison Avenue Securities, LLCSep 2017 to Dec 2021
- Capital Investment Group, Inc.Jan 2016 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 6139094
- Firm CRD
- 282580