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Adam Randall Young

Investment adviser representative at Ae Wealth Management, LLC
13 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

13 years in the industry.

  1. Ae Wealth Management, LLCJul 2024 to now
  2. Advisors ExcelMar 2022 to now
  3. Kansas Department of CommerceNov 2021 to Mar 2022
  4. Washburn Student Government AssociationOct 2020 to May 2022
  5. State of Kansas - Governor Laura KellyJan 2020 to Jan 2022
  6. Washburn University Alumni Association and FoundationAug 2019 to Mar 2021
  7. Galaxy TechnologiesNov 2018 to Jan 2022
  8. Taco BellJan 2016 to Nov 2018
  9. Winfield High SchoolAug 2013 to May 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

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

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
7962481
Firm CRD
282580
Advisor's SEC record (opens in a new tab)
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