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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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Wayburn Allen Costellow's CRS (Customer Relationship Summary).
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®
None

Experience


Current

June 24, 2024 - Present

AE WEALTH MANAGEMENT, LLC

Office #1: 627 Eastwood St Ste A, Bowling Green, KY 42103
RIA
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
RR
Series 63
Date: 4/22/2014
Uniform Securities Agent State Law Examination
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)
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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#: 282580Bowling Green, KY 42103

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