Brooks Connor Gould
Investment adviser representative at Ae Wealth Management, LLC
9 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
9 years in the industry.
- Life InsuranceMay 2026 to now
- Ae Wealth Management, LLCFeb 2025 to now
- Ensign Wealth Management IncJan 2025 to now
- The Vanguard Group, IncJun 2021 to Jan 2025
- Money Management Resource CenterJul 2020 to May 2021
- My529Feb 2020 to May 2020
- XactwareDec 2017 to Mar 2020
- Domino's PizzaApr 2017 to Dec 2017
- Lds Business CollegeJan 2017 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7389679
- Firm CRD
- 282580