Jeremy Green

AE WEALTH MANAGEMENT

Edina, MN

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CRD#: 4235928

Professional summary

Jeremy Green, CFP®, who also goes by Jeremy Paul Green, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Edina, Minnesota and MADISON AVENUE SECURITIES, LLC located in Edina, Minnesota.

Jeremy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Jeremy has worked at 17 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeremy Paul Green

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.) WEALTH STRATEGIST DESIGNS; NOT INVESTMENT RELATED; ADDRESS LOCATION: EDINA, MN 55424; INSURANCE AND TAX SERVICES; OWNER/WEALTH STRATEGIST; 02/2012; APPROX 5 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; RUN MODELS, GIVE TAX OPINION. PROVIDE EXPERT WITNESS SERVICES & DESCRIBE INSURANCE PRODUCTS WHEN POSITIONED. 2.) AEWM; YES: INVESTMENT-RELATED; 2950 SW MCCLURE, TOPEKA, KS 66614; INVESTMENT ADVICE FOR FEE; INVESTMENT ADVISOR REPRESENTATIVE; 09/2022; APPROX 160 HRS/MONTH; APPROX 120 HRS/MONTH DURING TRADING. 3.) ADVISORS EXCEL; YES INVESTMENT RELATED; 2950 SW MCCLURE, TOPEKA, KS 66614; IMO; DIRECTOR; START DATE 09/2022; APPROX 160 HRS/MONTH; APPROX 120 HRS/MONTH DURING TRADING. 4.) RIA ANNUITIES: INVESTMENT RELATED YES; ADDRESS LOCATION: EDINA, MN 55424; INSURANCE INCLUDING VARIABLE ANNUITY AND LIFE; OWNER; 02/2023; APPROX 5 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Green'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®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

September 26, 2022 - Present

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

Edina, MN

Current

April 11, 2023 - Present

MADISON AVENUE SECURITIES, LLC

RIA

CRD#: 23224

Edina, MN

Past

September 26, 2022 - March 30, 2023

AE FINANCIAL SERVICES, LLC

CRD#: 298608

TOPEKA, KS

Past

July 12, 2021 - September 16, 2022

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

CRD#: 7388

Cornelius, NC

Past

June 15, 2020 - June 24, 2021

THE LEADERS GROUP, INC.

CRD#: 37157

SUMMIT, NJ

Past

May 7, 2019 - May 13, 2019

UNITED ADVISORS AMERICA

RIA

CRD#: 147350

Edina, MN

Past

April 27, 2018 - February 1, 2019

LPL FINANCIAL LLC

RIA

CRD#: 6413

MINNETONKA, MN

Past

April 27, 2018 - February 1, 2019

LPL FINANCIAL LLC

CRD#: 6413

MINNETONKA, MN

Past

March 25, 2017 - October 19, 2017

MML INVESTORS SERVICES, LLC

CRD#: 10409

MINNETONKA, MN

Past

December 1, 2016 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

MINNETONKA, MN

Past

September 15, 2014 - February 16, 2015

BERGANKDV WEALTH MANAGEMENT, LLC

RIA

CRD#: 143038

BLOOMINGTON, MN

Past

November 21, 2013 - August 5, 2014

M HOLDINGS SECURITIES, INC.

CRD#: 43285

BLOOMINGTON, MN

Past

June 5, 2007 - July 11, 2007

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863

BLOOMINGTON, MN

Past

July 28, 2005 - January 6, 2006

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

MINNEAPOLIS, MN

Past

July 28, 2005 - January 6, 2006

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

MINNEAPOLIS, MN

Past

June 15, 2004 - June 8, 2005

M HOLDINGS SECURITIES, INC.

CRD#: 43285

PORTLAND, OR

Past

March 24, 2004 - May 28, 2004

TRANSAMERICA CAPITAL, LLC

CRD#: 8217

DENVER, CO

Past

May 23, 2002 - March 26, 2004

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

September 11, 2000 - May 11, 2001

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 11, 2000 - May 11, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(4/12/2023)

California
(4/12/2023)

Colorado
(4/12/2023)

Florida
(4/12/2023)

IAR

Kansas
(9/26/2022)

IAR

Minnesota
(9/26/2022)

Minnesota
(4/11/2023)

Wisconsin
(4/12/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 12/9/2016

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/26/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/1/2016

General Securities Representative Examination

SRO Registrations

FINRA

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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Advisor Monitoring

Firm Stability Insights

Jeremy Green

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Green's CRS (Customer Relationship Summary).

Certified licenses

Experience

MADISON AVENUE SECURITIES, LLC

AE FINANCIAL SERVICES, LLC

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

THE LEADERS GROUP, INC.

UNITED ADVISORS AMERICA

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

BERGANKDV WEALTH MANAGEMENT, LLC

M HOLDINGS SECURITIES, INC.

FARMERS FINANCIAL SOLUTIONS, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

M HOLDINGS SECURITIES, INC.

TRANSAMERICA CAPITAL, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

AE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/9/2016

Series 66

Date: 11/26/2013

SIE

Date: 10/1/2018

Series 7

Date: 12/1/2016

FINRA

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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