Andrew Carlson
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.
- Ae Wealth Management, LLCAug 2023 to now
- Tw Advisors, LLCAug 2023 to now
- Research and Development CenterJan 2023 to May 2023
- Brigham Young University- IdahoJan 2022 to Apr 2023
- StudentSep 2018 to Jul 2023
- In n Out BurgerAug 2017 to Sep 2018
- Handel's Ice CreamDec 2016 to Sep 2017
- StudentJan 2013 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NV).
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
- 7800609
- Firm CRD
- 282580