Katie Lynn Prosser
Investment adviser representative at Ae Wealth Management, LLC
14 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
14 years in the industry.
- Ae Wealth Management, LLCMar 2026 to now
- Scott-prosser Financial GroupJan 2024 to now
- Red Mountain ControlsJan 2023 to now
- Apo Financial Services, LLCJan 2020 to now
- Horter Investment Management, LLCNov 2016 to Dec 2019
- Eric Scott FinancialApr 2012 to Dec 2023
- Scott Insurance, IncApr 2012 to Dec 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 6728311
- Firm CRD
- 282580