Hunter Rockwell Favorite

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

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.

1. Madison Avenue SecuritiesAug 2026 to now
2. Ae Wealth Management, LLCJul 2026 to now
3. Ae Financial ServicesJul 2026 to now
4. American Heritage FinancialOct 2024 to now
5. Oneamerica SecuritiesJan 2025 to Jun 2026
6. American United LifeOct 2024 to Jun 2026
7. Oakwood Capital Securities, Inc.Aug 2024 to Oct 2024
8. 49 FinancialJun 2022 to Oct 2024
9. Purshe Kaplan Sterling InvestmentsJun 2022 to Jan 2024
10. Thrivent Advisor Network dba 49 FinancialNov 2021 to Dec 2022
11. The Grove At AuburnJan 2019 to Sep 2021
12. Auburn UniversityAug 2018 to May 2022
13. UnemployedMay 2018 to Aug 2018
14. Fire House SubsSep 2016 to Jan 2017
15. Oak Mountain High SchoolAug 2014 to May 2018

Exams passed

• Series 63 · Uniform Securities Agent State Law2022
• Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (AL).

Ae Wealth Management, LLC

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

7564900

Firm CRD

282580