Ashley Kerns Romans
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.
- Advisors ExcelJun 2022 to now
- Ae Financial Services, LLCAug 2020 to now
- Ae Wealth Management, LLCFeb 2020 to now
- Capitol FederalApr 2018 to Feb 2020
- Great Plains Federal Credit UnionAug 2017 to Feb 2020
- Commerce BankFeb 2016 to Aug 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
- 7288697
- Firm CRD
- 282580