Miles Irvin Morrissey
Investment adviser representative at Ae Wealth Management, LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Ae Financial Services, LLCApr 2025 to now
- Ae Wealth Management, LLCApr 2025 to now
- Retire Smart, LLCApr 2024 to Apr 2025
- Smart Wealth LLCApr 2024 to Apr 2025
- UBS Financial Services Inc.Jan 2020 to Mar 2024
- NelnetAug 2019 to Jan 2020
- Northstar Financial ServicesJun 2019 to Aug 2019
- EducationDec 2018 to Jun 2019
- U.S Senator Ben Sasse OfficeAug 2018 to Dec 2018
- EducationJul 2017 to Aug 2018
- Norfolk Country ClubJun 2015 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7213058
- Firm CRD
- 282580