Jeffery Wagner
Investment adviser representative at Ae Wealth Management, LLC
13 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
13 years in the industry.
- Ae Financial Services, LLCOct 2024 to now
- Ae Wealth Management, LLCSep 2024 to now
- Umb Financial Services IncSep 2022 to Sep 2024
- Umb BankAug 2022 to Sep 2024
- Go Brolly CommunicationsNov 2021 to Aug 2022
- Copper Financial Network LLCOct 2020 to Nov 2021
- Waddell & Reed, IncJun 2017 to Oct 2020
- Resolutezero Inc.Jan 2017 to Jun 2018
- Healthcare Solution TeamSep 2016 to Feb 2017
- Burlington Northern Santa FeDec 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 6817714
- Firm CRD
- 282580