About AE Wealth Management
AE Wealth Management is a Financial Services company based in Topeka (United States) founded in 2016 by David Callanan. It provides investment management and financial planning for advisors and clients. It operates on a B2B model. Its chief executive, as recorded, is David Callanan. AE Wealth Management offers products and services including Investment Management and Financial Planning. Its focus areas include FinTech, Investment Tech, Financial Planning and Asset Protection. Its legal entity is AE Wealth Management, LLC. Similar companies include Raymond James, Focus Financial Partners and Alera Group; 2 of its 3 listed similar companies have raised funding.
Company details
AE Wealth Management assists financial advisors across the country by offering personalized investment strategies and conservative portfolios to help clients protect assets and plan for retirement. Based in Topeka, Kansas, they combine financial planning, retirement services, and access to technology tools. Their approach focuses on understanding risk tolerance and providing ongoing market communication, serving individuals through advisor networks.
- Headquarters Topeka, United States
- Founders David Callanan
- SectorsFinancial Services
- Phone•••• ••••
- Website aewealthmanagement.com
- Social LinkedIn X Facebook
- Legal Name Ae Wealth Management, Llc
Products & Services of AE Wealth Management
AE Wealth Management offers a comprehensive portfolio of products and services, including Investment Management and Financial Planning.
Manages portfolios to protect assets and support retirement goals.
Offers strategies for risk management and personalized financial portfolios.
People of AE Wealth Management
8 people are tracked at AE Wealth Management (7 in leadership, 1 in team).
| Name | Role | Group |
|---|---|---|
David Callanan | Co-Founder, CEO | Leadership |
John Imming | Vice President Of Wealth Management | Leadership |
Michelle Fizer | Director Of AE Wealth Management Operations | Leadership |
Richelle Stoneking | Director Of Investment Technology & Solutions | Leadership |
Sam Shore | Director Of Investment Strategy | Leadership |
Mary Gauldin | Compliance Product Director | Leadership |
Dane Brinker | VP Of Sales | Leadership |
Lana Rhodes | Performance Operations Specialist | Team |
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Similar companies to AE Wealth Management
AE Wealth Management has 3 listed similar companies in our database, 2 of them funded. They include Raymond James, Focus Financial Partners and Alera Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. |
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Frequently Asked Questions about AE Wealth Management
AE Wealth Management was founded in 2016.
AE Wealth Management is headquartered in Topeka, United States. It is registered at Topeka, Kansas, United States.
David Callanan is the CEO of AE Wealth Management, as recorded in our data. They have also founded this company.
AE Wealth Management assists financial advisors across the country by offering personalized investment strategies and conservative portfolios to help clients protect assets and plan for retirement. Based in Topeka, Kansas, they combine financial planning, retirement services, and access to technology tools. Their approach focuses on understanding risk tolerance and providing ongoing market communication, serving individuals through advisor networks.
AE Wealth Management's top competitors include Focus Financial Partners, Alera Group and Raymond James.
AE Wealth Management offers Investment Management and Financial Planning.
AE Wealth Management operates through Ae Wealth Management, Llc.