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Genesis Marie Hooks

Investment adviser representative at Ae Wealth Management, LLC
14 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

14 years in the industry.

  1. Ae Wealth Management, LLCJun 2025 to now
  2. Freedom Financial GroupSep 2023 to now
  3. MML Investors Services, LLCSep 2022 to Mar 2023
  4. Piedmont GroupMay 2021 to Sep 2023
  5. Massmutual Life Insurance CoApr 2021 to Mar 2023
  6. Diamonds DirectOct 2019 to Apr 2021
  7. Holiday Inn ExpressJan 2019 to Sep 2019
  8. Birmingham-southern CollegeAug 2016 to Dec 2020
  9. StudentAug 2012 to Jan 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

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

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
7615812
Firm CRD
282580
Advisor's SEC record (opens in a new tab)
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