Mason Kyle Goynes
Investment adviser representative at Ae Wealth Management, LLC
10 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
10 years in the industry.
- Ae Wealth Management, LLCJun 2022 to now
- Gregory Ricks & Associates, Inc. dba Gregory Ricks Total WealthJun 2022 to now
- Centanni Financial GroupApr 2021 to Jun 2022
- Lincoln Financial Advisors CorporationApr 2021 to Jun 2022
- Louisiana State UniversityAug 2020 to Apr 2021
- The Shobe Financial GroupJul 2018 to Sep 2020
- Raymond James Financial Services, Inc.Sep 2016 to Sep 2020
- Shobe & Associates, Inc.Sep 2016 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (LA, 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
- 6710594
- Firm CRD
- 282580