AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
PT

Peter Svend Tychsen

AE WEALTH MANAGEMENT
Tallahassee, FL
·CRD# 1653316·30 years experience

Professional Summary

Peter Svend Tychsen, who also goes by Tychsen Pete, Pete Svend Tychsen, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Tallahassee, Florida. Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Peter has worked at 11 firms and has passed the Series 65, Series 63 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Tychsen Pete, Pete Svend Tychsen

Blog Corner

Similar Advisors

RB
Robert Jay Becker

J. ALDEN ASSOCIATES, INC.

Doylestown, PA · CRD#
View profile
AP
Antwan Deon Palmer

PFS INVESTMENTS INC.

DARIEN, GA · CRD#
Kevin Joel Smith
Kevin Joel Smith

JANNEY MONTGOMERY SCOTT LLC

York, PA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

RB
Robert Jay Becker

J. ALDEN ASSOCIATES, INC.

Doylestown, PA · CRD#
AP
Antwan Deon Palmer

PFS INVESTMENTS INC.

DARIEN, GA · CRD#
Robert M. Wyrick, Jr.
Robert M. Wyrick, Jr.

POST OAK PRIVATE WEALTH ADVISORS

HOUSTON, TX · CRD#
Kevin Joel Smith
Kevin Joel Smith

JANNEY MONTGOMERY SCOTT LLC

York, PA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

RB
Robert Jay Becker

J. ALDEN ASSOCIATES, INC.

Doylestown, PA · CRD#
AP
Antwan Deon Palmer

PFS INVESTMENTS INC.

DARIEN, GA · CRD#
Robert M. Wyrick, Jr.
Robert M. Wyrick, Jr.

POST OAK PRIVATE WEALTH ADVISORS

HOUSTON, TX · CRD#
Kevin Joel Smith
Kevin Joel Smith

JANNEY MONTGOMERY SCOTT LLC

York, PA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

RB
Robert Jay Becker

J. ALDEN ASSOCIATES, INC.

Doylestown, PA · CRD#
AP
Antwan Deon Palmer

PFS INVESTMENTS INC.

DARIEN, GA · CRD#
Robert M. Wyrick, Jr.
Robert M. Wyrick, Jr.

POST OAK PRIVATE WEALTH ADVISORS

HOUSTON, TX · CRD#
Kevin Joel Smith
Kevin Joel Smith

JANNEY MONTGOMERY SCOTT LLC

York, PA · CRD#

Years of Experience

30 years in the financial services industry

Current & Past Employments

AE WEALTH MANAGEMENT, LLC·CRD# 282580
RIA
1695 Metropolitan Circle Suite 1, Tallahassee, FL 32308
July 16, 2025 - Present
GIBBS WEALTH MANAGEMENT, LLC·CRD# 281621
RIA
Tallahassee, FL
August 31, 2022 - December 19, 2025
BROOKSTONE CAPITAL MANAGEMENT LLC·CRD# 141413
RIA
Tallahassee, FL
October 6, 2021 - December 9, 2021
BROOKSTONE WEALTH ADVISORS, LLC·CRD# 137658
RIA
Tallahassee, FL
August 8, 2014 - September 8, 2022
ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC·CRD# 162143
RIA
Tallahassee, FL
September 26, 2013 - August 6, 2014
GRADIENT ADVISORS, LLC·CRD# 152665
RIA
Tallahassee, FL
December 20, 2011 - September 3, 2013
AMERICAN INVESTMENT SERVICES·CRD# 144088
RIA
Tallahassee, FL
January 9, 2008 - December 20, 2011
WORKMAN SECURITIES CORPORATION·CRD# 31898
BD
Tallahassee, FL
October 5, 2006 - April 20, 2007
AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869
RIA
Tallahassee, FL
December 12, 2000 - December 31, 2002
AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869
BD
Tallahassee, FL
December 12, 2000 - October 11, 2006
PARK AVENUE SECURITIES LLC·CRD# 46173
BD
New York, NY
May 3, 1999 - January 3, 2001
GUARDIAN INVESTOR SERVICES LLC·CRD# 6635
BD
New York, NY
June 7, 1996 - May 3, 1999

Similar Advisors

RB
Robert Jay Becker

J. ALDEN ASSOCIATES, INC.

Doylestown, PA · CRD#
AP
Antwan Deon Palmer

PFS INVESTMENTS INC.

DARIEN, GA · CRD#
Robert M. Wyrick, Jr.
Robert M. Wyrick, Jr.

POST OAK PRIVATE WEALTH ADVISORS

HOUSTON, TX · CRD#
Kevin Joel Smith
Kevin Joel Smith

JANNEY MONTGOMERY SCOTT LLC

York, PA · CRD#

Current Firm

AW
AE WEALTH MANAGEMENT, LLC

AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319
RIA
Registered Investment Advisory firm - SEC (2/17/2016 Approved)

Contact Information

Main Address

2950 Sw Mcclure Road Suite B, Topeka, KS 66614

Phone Number

(866) 363-9595

# of Employees

630

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APPENDIX 1 (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

282,995

AUM (Assets Under Management)

$49,837,385,888

Similar Advisors

RB
Robert Jay Becker

J. ALDEN ASSOCIATES, INC.

Doylestown, PA · CRD#
AP
Antwan Deon Palmer

PFS INVESTMENTS INC.

DARIEN, GA · CRD#
Robert M. Wyrick, Jr.
Robert M. Wyrick, Jr.

POST OAK PRIVATE WEALTH ADVISORS

HOUSTON, TX · CRD#
Kevin Joel Smith
Kevin Joel Smith

JANNEY MONTGOMERY SCOTT LLC

York, PA · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

BIG BEND HOMES, LLC; NON INVESTMENT RELATED; 1695 METROPOLITAN CIR., STE. 1, TALLAHASSEE, FL 32308; REAL ESTATE; OWNER; STARTED 01/2014; 2 HOURS/MONTH DEVOTED; 2 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; BUY, SELL AND MANAGE REAL ESTATE RENTAL PROPERTIES. BROOK TROUT LLC; NON INVESTMENT RELATED; 1695 METROPOLITAN CIR., STE. 1, TALLAHASSEE, FL 32308; REAL ESTATE; OWNER; STARTED 01/2016; 1 HOURS/MONTH DEVOTED; 1 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; BUY, SELL AND MANAGE REAL ESTATE RENTAL PROPERTIES. GENEVA HOMES; NON INVESTMENT RELATED; 1695 METROPOLITAN CIR., STE. 1, TALLAHASSEE, FL 32308; REAL ESTATE; OWNER; STARTED 01/2016; 1 HOURS/MONTH DEVOTED; 1 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; BUY, SELL AND MANAGE REAL ESTATE RENTAL PROPERTIES. PRESERVATION FINANCIAL; INVESTMENT RELATED; 1695 METROPOLITAN CIR., STE. 1, TALLAHASSEE, FL 32308; INSURANCE AND INVESTMENT ADVISORY; STARTED 02/2000; 170 HOURS/MONTH DEVOTED; 140 HOURS/ MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS AND INVESTMENT ADVISORY SERVICES. ST HOMES 123, LLC; NON INVESTMENT RELATED; 1695 METROPOLITAN CIR., STE. 1, TALLAHASSEE, FL 32308; REAL ESTATE; PARTIAL OWNER; STARTED 12/2015; 2 HOURS/MONTH DEVOTED; 2 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; BUY, SELL AND MANAGE REAL ESTATE RENTAL PROPERTIES. MONROE COMMERCIAL, LLC; NON INVESTMENT RELATED; 1695-1 METROPOLITAN CIRCLE, TALLAHASSEE, FL 32308; LLC HOLDS COMMERICAL INVESTMEN TREAL ESTATE. 7 UNITS IN COMMERICAL PROPERTY; 50% OWNER; 1/25; 2 HOURS/MONTH; 2 HOURS/MONTH DURING TRADING; HELPS MANAGE RENTAL UNITS. ASSOCIATION OF FINANCIAL CONSULTANTS POSITION: Educator NATURE: Financial Advisor that gives educational workshops INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 02/01/2023 ADDRESS: 2973 W State Rd 434, Ste 300, Longwood FL 32779, United States DESCRIPTION: I am a Licensed Financial Advisor that gives educational only workshops under this name. We offer a complimentary visit at our office to attendees if they would like one. This is an educational class only. No Selling. Clear, upfront, and educational only. SOFA (SOCIETY OF FINANCIAL ADVISORS) POSITION: Instructor NATURE: SOFA (Society of Financial Advisors). As an instructor, I do educational only classes to the general public at Libraries and or Community Centers. They are educational only workshops and we do offer a complimentary meeting after the class if they would like some help. There is NO Selling at these workshops. Educational only. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 04/10/2023 ADDRESS: 3655 Ruffin Rd Suite 230, San Diego CA 92123, United States DESCRIPTION: SOFA (Society of Financial Advisors). As an instructor, I do educational only classes to the general public at Libraries and or Community Centers. They are educational only workshops and we do offer a complimentary meeting after the class if they would like some help. There is NO Selling at these workshops. Educational only. NATIONAL RETIREMENT FOUNDATION POSITION: Educator NATURE: I am a Financial Advisor that gives educational only workshops under this name. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 12/18/2025 ADDRESS: 4550 West 77th Street, Minneapolis MN 55435, United States DESCRIPTION: educational only workshops under this name. PRESERVATION INSURANCE GROUP INC POSITION: Owner/Manager/agent NATURE: insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 80 START DATE: 06/05/2025 ADDRESS: 1695 Metropolitan Circle Suite 1, Tallahassee FL 32308, United States DESCRIPTION: owner and agent

Similar Advisors

RB
Robert Jay Becker

J. ALDEN ASSOCIATES, INC.

Doylestown, PA · CRD#
AP
Antwan Deon Palmer

PFS INVESTMENTS INC.

DARIEN, GA · CRD#
Robert M. Wyrick, Jr.
Robert M. Wyrick, Jr.

POST OAK PRIVATE WEALTH ADVISORS

HOUSTON, TX · CRD#
Kevin Joel Smith
Kevin Joel Smith

JANNEY MONTGOMERY SCOTT LLC

York, PA · CRD#

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 - SEC (2/17/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Florida
(7/16/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2007About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 1997About the Series 63 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 1996About the Series 6 exam

Similar Advisors

RB
Robert Jay Becker

J. ALDEN ASSOCIATES, INC.

Doylestown, PA · CRD#
AP
Antwan Deon Palmer

PFS INVESTMENTS INC.

DARIEN, GA · CRD#
Robert M. Wyrick, Jr.
Robert M. Wyrick, Jr.

POST OAK PRIVATE WEALTH ADVISORS

HOUSTON, TX · CRD#
Kevin Joel Smith
Kevin Joel Smith

JANNEY MONTGOMERY SCOTT LLC

York, PA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Peter Svend Tychsen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

RB
Robert Jay Becker

J. ALDEN ASSOCIATES, INC.

Doylestown, PA · CRD#
AP
Antwan Deon Palmer

PFS INVESTMENTS INC.

DARIEN, GA · CRD#
Robert M. Wyrick, Jr.
Robert M. Wyrick, Jr.

POST OAK PRIVATE WEALTH ADVISORS

HOUSTON, TX · CRD#
Kevin Joel Smith
Kevin Joel Smith

JANNEY MONTGOMERY SCOTT LLC

York, PA · CRD#
PT
Follow Peter
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required