Joshua Daniel Robinson
Investment adviser representative at Ae Wealth Management, LLC
22 yearsExperience
2 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
22 years in the industry.
- Ae Wealth Management, LLCJul 2022 to now
- Insurance Sales/serviceJun 2022 to now
- Runestad Financial ServicesJun 2022 to now
- Edward JonesJan 2020 to Jun 2022
- Pepsi MidamericaAug 2018 to Jan 2020
- Dollar GeneralOct 2017 to Aug 2018
- Coca ColaAug 2004 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 7219347
- Firm CRD
- 282580