Shane Foster
Investment adviser representative at Ae Wealth Management, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Ae Wealth Management, LLCMar 2026 to now
- Bergen Financial GroupFeb 2026 to now
- UnemployedNov 2025 to Jan 2026
- Schwab Wealth Advisory IncFeb 2021 to Oct 2025
- Charles Schwab & Co., Inc.Jun 2018 to Oct 2025
- UnemployedFeb 2018 to Jun 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2016 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2021
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
- 6483439
- Firm CRD
- 282580