Luke Kulczyk Suminski
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.
- Focus Wealth PlanningSep 2025 to now
- Mymichigan FoundationSep 2025 to now
- Ae Wealth Management, LLCAug 2023 to now
- Mcintosh and Associates Financial, LLCAug 2023 to now
- Mcintosh & Associates, Inc.Oct 2022 to now
- Oppenheimer & CoApr 2019 to Oct 2022
- Thrivent FinancialJul 2014 to Apr 2019
- Thrivent Investment Management IncFeb 2014 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 6271227
- Firm CRD
- 282580