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KS

Kristine M. Skomer

AE WEALTH MANAGEMENT
Dayton, OH 45409
Some features on this profile are disabled
CRD#: 4345279
KS

Professional summary

Kristine Marie Skomer, who also goes by Kristine Marie Pickard, Kristee Skomer, Kristine Marie Skomer, Kristee Marie Skomer, Kristine M Skomer, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Dayton, Ohio.

Kristine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Kristine has worked at 3 firms and has passed the Series 66, Series 7TO, Series 6TO, Series 99TO, SIE, Series 7, Series 6, Series 24 and Series 53 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kristine Marie Pickard | Kristee Skomer | Kristine Marie Skomer | Kristee Marie Skomer | Kristine M Skomer

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.) Russell Total Wealth & Wellness; One Russell Place, Dayton, OH 45050; Yes Investment Related; Investment Advisory Firm; CCO; Start Date 07/2021; Approx.160 hours a month; Approx. 160 during trading; CCO.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristine Marie Skomer'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

February 6, 2024 - Present

AE WEALTH MANAGEMENT, LLC

Office #1: One Russell Place, Dayton, OH 45409
RIA
CRD#: 282580
Dayton, OH
Past

July 28, 2021 - April 29, 2024

RUSSELL CAPITAL MANAGEMENT, LLC

RIA
CRD#: 166859
DAYTON, OH
Past

March 1, 2019 - July 16, 2021

THE HUNTINGTON INVESTMENT COMPANY

RIA
CRD#: 16986
FRANKLIN, OH
Past

April 3, 2001 - July 16, 2021

THE HUNTINGTON INVESTMENT COMPANY

BD
CRD#: 16986
FRANKLIN, OH

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
Ohio
(2/6/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/28/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/29/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 2/29/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 2/29/2024
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/21/2007
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/2/2001
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/29/2024
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 2/29/2024
Municipal Securities Principal Examination

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)
FORM ADV PART 2A (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#: 282580Dayton, OH 45409

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