Logan Michael Scholz
Investment adviser representative at Ae Wealth Management, LLC
11 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
11 years in the industry.
- Ae Wealth Management, LLCJun 2024 to now
- StudentAug 2023 to Jun 2024
- AmazonJun 2023 to Aug 2023
- StudentMar 2022 to Jun 2023
- AmazonAug 2021 to Feb 2022
- StudentDec 2019 to Aug 2021
- TargetJun 2019 to Dec 2019
- UnemployedApr 2019 to May 2019
- TargetOct 2018 to Mar 2019
- StudentDec 2015 to Oct 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8197498
- Firm CRD
- 282580