Craig L. Kirsner

AE WEALTH MANAGEMENT

Coconut Creek, FL 33073

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CRD#: 2675082

Professional summary

Craig Louis Kirsner, who also goes by Craig Louis Kirsner, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Coconut Creek, Florida.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Craig has worked at 7 firms and has passed the Series 65, Series 63, Series 55, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Craig Louis Kirsner

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. STUART ESTATE PLANNING; INVESTMENT RELATED; 5350 WEST HILLSBORO BLVD. SUITE 103, COCONUT CREEK, FL 33073; INSURANCE SALES; PRESIDENT; START DATE 7/2007; 80 HOURS/MONTH, 80 HOURS DURING TRADING; LIFE INSURANCE AND ANNUITY SALES. 2. OUTSTANDINGEBOOKS, INC; NOT INVESTMENT RELATED; 7000 NW 70th St. Parkland, FL 33067; INTERNET-BASED EBOOK SALES; OWNER; START DATE 2005; 0 HOURS/MONTH, 0 HOURS DURING TRADING; MINIMAL BOOKKEEPING. 3. AUTHOR; INVESTMENT-RELATED; 5350 WEST HILLSBORO BLVD. SUITE 103, COCONUT CREEK, FL 33073; AUTHOR; START DATE 8/2018; 0 HOURS/MONTH; 0 HOURS DURING TRADING; BOOK SALES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Louis Kirsner'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

September 6, 2017 - Present

AE WEALTH MANAGEMENT, LLC

Office #1: 5350 W Hillsboro Blvd Ste 103, Coconut Creek, FL 33073

RIA

CRD#: 282580

Coconut Creek, FL

Past

July 29, 2002 - February 24, 2003

LION'S GROUP TRADING LLC

CRD#: 113642

NEW YORK, NY

Past

July 24, 2002 - July 26, 2002

NETGAIN TRADING, LLC

CRD#: 114838

MIAMI, FL

Past

October 28, 1998 - April 26, 2000

OGILVIE SECURITY ADVISORS CORPORATION

CRD#: 10105

CHICAGO, IL

Past

August 4, 1998 - October 20, 1998

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

September 30, 1997 - August 5, 1998

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

April 17, 1996 - October 16, 1996

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

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".

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

Florida
(9/6/2017)

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

State Security Law Exam

IAR

Series 65

Date: 5/31/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/15/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 55

Date: 2/16/2001

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 6/2/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/16/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

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

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

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.

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Firm Stability Insights

Craig L. Kirsner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Louis Kirsner's CRS (Customer Relationship Summary).

Certified licenses

Experience

LION'S GROUP TRADING LLC

NETGAIN TRADING, LLC

OGILVIE SECURITY ADVISORS CORPORATION

SECURITIES AMERICA, INC.

SECURIAN FINANCIAL SERVICES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

AE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/31/2017

Series 63

Date: 9/15/2000

Series 55

Date: 2/16/2001

Series 7

Date: 6/2/2000

Series 6

Date: 4/16/1996

Current Firm

AE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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