Luke Malter
Investment adviser representative at Ae Wealth Management, LLC
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- 2 Ply On the FlyJul 2025 to now
- Ae Wealth Management, LLCApr 2024 to now
- Gregory Ricks & Associates, Inc. dba Gregory Ricks Total WealthApr 2024 to now
- J.P. Morgan Securities LLCJul 2023 to Mar 2024
- JPMorgan Chase Bank, N.A.Jul 2021 to Jul 2023
- Tokio Marine HccMay 2020 to Aug 2020
- Blue Cross and Blue Shield LouisianaSep 2019 to Nov 2019
- Gregory Ricks & Associates, Inc.May 2018 to Jun 2021
- Louisiana State UniversityAug 2017 to May 2021
- UnemploymentJan 2014 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (LA, MS).
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
- 7404918
- Firm CRD
- 282580