Brandon Michael Blanchard
Investment adviser representative at Ae Wealth Management, LLC
5 yearsExperience
3 statesRegistered 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
5 years in the industry.
- Ae Wealth Management, LLCMay 2019 to now
- Gregory Ricks & Associates dba Gregory Ricks Total WealthMay 2018 to now
- J.W. Cole Advisors, Inc.Apr 2019 to May 2019
- Global Financial Private Capital, LLCOct 2018 to Apr 2019
- Design Engineering, Inc.Apr 2018 to May 2018
- UberJan 2018 to Apr 2018
- Postlethwaite & NettervilleAug 2014 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 3 states (LA, MS, 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
- 7033571
- Firm CRD
- 282580