WC
Wayburn A. Costellow
AE WEALTH MANAGEMENT
Bowling Green, KY 42103
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CRD#: 2169678
WC
Professional summary
Wayburn Allen Costellow, who also goes by Allen Costellow, Wayburn A Costellow, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Bowling Green, Kentucky.
Wayburn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Wayburn has worked at 16 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Allen Costellow | Wayburn A Costellow
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.
1) SOUTHERN KENTUCKY FINANCIAL SERVICES, LLC; YES INVESTMENT RELATED; 627 EASTWOOD ST, STE A, BOWLING GREEN, KY 42103; INSURANCE AND ANNUITY SALES, TAX SERVICES; PRESIDENT & LEAD ADVISOR; 10/2017; APPROX. 100HRS/MO; APPROX. 100HRS/MO DURING SECURITIES TRADING HOURS; MANAGEMENT, MARKETING, SALES ACCOUNTABILITY. 2) ADVANTAGE NATIONAL MARKETING, LLC/COSTELLOW MGT; NOT INVESTMENT RELATED; 1677 GOSHEN CHURCH SOUTH RD, BOWLING GREEN, KY 42103; INSURANCE RESIDUALS FROM BOTH COMPANIES; PRESIDENT; 1/2013; APPROX. 1HR/MONTH, APPROX. 1HR/MO DURING SECURITIES TRADING HOURS; INSURANCE RESIDUALS FROM BOTH COMPANIES. 3) CMI RENTALS, LLC; NOT INVESTMENT RELATED; 1677 GOSHEN CHURCH SOUTH RD, BOWLING GREEN, KY 42103; REAL ESTATE RENTALS; OWNER; 01/2021; APPROX. 2HRS/MONTH, APPROX. 2HRS/MO DURING SECURITIES TRADING HOURS; LEASE AND MANAGE PROPERTIES. 4) SUMMIT TAX PARTNERS LLC; NOT INVESTMENT RELATED; 627 EASTWOOD STREET SUITE A, BOWLING GREEN KY 42103; TAX PREP; MANAGER; 8/19/2024; 10HRS/MO; 10HRS/MO DURING SECURITIES TRADING HOURS; COMPLETE TAX RETURNS FOR CLIENTS. 5) SOCIETY FOR LIFELONG LEARNING AT WKU; NOT INVESTMENT RELATED; 2355 NASHVILLE RD, BOWLING GREEN, KY 42101; MEMBER-DRIVEN SOCIETY HOSTED BY A LOCAL UNIVERSITY; COURSE LEADER; 2/1/2025; 2HRS/MO; 2HRS/MO DURING SECURITIES TRADING HOURS; TEACHING A COURSE AVAILABLE TO THE PUBLIC ON THE TOPIC OF RETIREMENT PLANNING. 6) THE PREPARE INSTITUTE; NOT INVESTMENT RELATED; 8160 PERRY HWY, PITTSBURGH, PA 15237; 501(c)3 NON-PROFIT EDUCATIONAL INSTITUTION; EDUCATOR; 4/1/2025; 4HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; TEACHING CLASSES. 7) HEALTH INSURANCE SALES; NOT INVESTMENT RELATED; 627 EASTWOOD STREET SUITE A, BOWLING GREEN, KY 42103; HEALTH INSURANCE, P&C INSURANCE, AND OVER WRITES ON OTHER AGENCIES; AGENT/OWNER/CEO; 7/2025; 20HRS/MO; 20HRS/MO DURING SECURITIES TRADING HOURS. WE HAVE A FULL TIME MEDICARE PERSON WHO MANAGES OUR MEDICARE BLOCK AND IS CONTRACTING WITH AE MEDICARE. WE ARE CHOOSING TO KEEP THIS ACTIVITY SEPARATE FROM OUR PRIMARY FIRM SOUTHERN KENTUCKY FINANCIAL LLC. 8) ESTATE PLANNING DOCUMENTS SERVICES; NOT INVESTMENT RELATED; 627 EASTWOOD ST, STE A, BOWLING GREEN, KY 42103; ESTATE PLANNING; FACILITATOR; 7/15/2025; APPROX. 10HRS/MO; APPROX. 10HRS/MO DURING SECURITIES TRADING HOURS; INTRODUCE, COORDINATE, AND PROVIDE ACCESS TO PLATFORM FOR CLIENTS TO PREPARE ESTATE PLANNING DOCUMENTS.
CRS (Client Relationship Summary) - RIA
Click below to view Wayburn Allen Costellow's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 24, 2024 - Present
AE WEALTH MANAGEMENT, LLC
Office #1: 627 Eastwood St Ste A, Bowling Green, KY 42103RIA
CRD#: 282580
Bowling Green, KY
Past
January 6, 2022 - December 18, 2024
MAGNOLIA WEALTH MANAGEMENT LLC
RIA
CRD#: 314787
BOWLING GREEN, KY
Past
June 10, 2020 - January 3, 2022
CREATIVEONE SECURITIES, LLC
RIA
CRD#: 152974
BOWLING GREEN, KY
Past
June 8, 2020 - December 31, 2021
CREATIVEONE SECURITIES, LLC
BD
CRD#: 152974
BOWLING GREEN, KY
Past
June 23, 2015 - June 10, 2020
CENTER STREET ADVISORS, INC.
RIA
CRD#: 169329
BOWLING GREEN, KY
Past
June 4, 2015 - June 9, 2020
CENTER STREET SECURITIES, INC.
BD
CRD#: 26898
BOWLING GREEN, KY
Past
May 7, 2014 - June 15, 2015
ON INVESTMENT MANAGEMENT CO
RIA
CRD#: 105662
BOWLING GREEN, KY
Past
April 22, 2014 - June 12, 2015
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
Bowling Green, KY
Past
January 14, 2013 - March 4, 2014
BROOKSTONE CAPITAL MANAGEMENT LLC
RIA
CRD#: 141413
BOWLING GREEN, KY
Past
June 21, 2012 - November 27, 2012
BROOKSTONE CAPITAL MANAGEMENT LLC
RIA
CRD#: 141413
BOWLING GREEN, KY
Past
February 6, 2012 - March 7, 2012
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
RIA
CRD#: 132070
BOWLING GREEN, KY
Past
June 22, 2011 - January 5, 2012
REDHAWK WEALTH ADVISORS, INC.
RIA
CRD#: 146616
ROCKFIELD, KY
Past
September 30, 1994 - June 5, 1995
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
Past
June 9, 1993 - December 31, 1994
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
Past
January 1, 1992 - July 6, 1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BD
CRD#: 680
NEWARK, NJ
Past
January 1, 1992 - July 6, 1992
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Past
November 7, 1991 - November 11, 1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
November 7, 1991 - November 11, 1991
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Kentucky(7/16/2024)
IAR
Texas(6/24/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 111,059 |
| 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.
