Andrea Kaye Doller
Professional Summary
Andrea Kaye Doller, who also goes by Andie K Doller, Andie K. Doller, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Dayton, Ohio. Andrea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Andrea has worked at 7 firms and has passed the Series 66, SIE, Series 7, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Andie K Doller, Andie K. Doller
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SOLTIS INVESTMENT ADVISORS, LLC
Videos & Posts
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Contact Information
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Disclosures on record.
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SOLTIS INVESTMENT ADVISORS, LLC
Years of Experience
22 years registered in the securities industry
Current & Past Employments
Current
Past
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SOLTIS INVESTMENT ADVISORS, LLC
Current Firm
AE WEALTH MANAGEMENT, LLC
Contact Information
Main Address
2950 Sw Mcclure Road Suite B, Topeka, KS 66614Phone Number
(866) 363-9595# of Employees
630SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
282,995AUM (Assets Under Management)
$49,837,385,888Similar Advisors
SOLTIS INVESTMENT ADVISORS, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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SOLTIS INVESTMENT ADVISORS, LLC
Primary Firm SEC Registration
AE WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(2/6/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 2004About the Series 6 examSimilar Advisors
SOLTIS INVESTMENT ADVISORS, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Andrea Kaye Doller's CRS (Customer Relationship Summary).
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SOLTIS INVESTMENT ADVISORS, LLC