Morgan Leann Lawrence
Investment adviser representative at Ae Wealth Management, LLC
10 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
10 years in the industry.
- Ae Financial Services, LLCFeb 2024 to now
- Ae Wealth Management, LLCFeb 2024 to now
- Aurora Securities, Inc.Jan 2023 to Feb 2024
- Secure Asset Management, LLCJan 2023 to Feb 2024
- Ae Wealth Management, LLCMar 2019 to Dec 2022
- Ae Financial Services, LLCSep 2018 to Dec 2022
- Advisors ExcelJan 2018 to Mar 2019
- Alliance BankSep 2016 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7023286
- Firm CRD
- 282580