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Delane A. Fullmer

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CRD#: 1132919
DF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Delane A Fullmer, who also goes by Lane Fullmer, was a registered financial professional .

Delane is a previously registered financial professional and started their career in finance in 1983. Delane had worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lane Fullmer

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 3, 2016 - August 21, 2020

AE WEALTH MANAGEMENT, LLC

RIA
CRD#: 282580
Nampa, ID
Past

October 25, 2011 - July 21, 2016

ALPHASTAR CAPITAL MANAGEMENT

RIA
CRD#: 157423
NAMPA, ID
Past

February 19, 2008 - November 1, 2011

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
NAMPA, ID
Past

February 5, 2008 - November 1, 2011

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
NAMPA, ID
Past

June 1, 2004 - February 11, 2008

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
NAMPA, ID
Past

June 1, 2004 - February 11, 2008

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
NAMPA, ID
Past

January 1, 2001 - June 2, 2004

WS GRIFFITH SECURITIES, INC.

RIA
CRD#: 10410
NAMPA, ID
Past

December 15, 1997 - June 2, 2004

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
HARTFORD, CT
Past

June 13, 1983 - December 12, 1997

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319

RIA
Registered Investment Advisory firm - (2/17/2016 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/4/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319

RIA
Registered Investment Advisory firm - (2/17/2016 Approved)
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Contact information


Main Address
2950 Sw Mcclure Road Suite B, Topeka, KS 66614
Mailing Address
Phone number
(866) 363-9595
Established
Firm type
Fiscal year end
# of Employees
602

SEC notice filing (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APPENDIX 1 (10/1/2025)

Regulatory assets under management


Total Number of Accounts111,059
AUM (Assets Under Management)$ 37,525,706,084

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AE WEALTH MANAGEMENT, LLC

CRD#: 282580

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