Daniel Digilio
Professional Summary
Daniel Digilio, who also goes by Dan Joseph Digilio, Daniel Joseph Digilio, Danny Joseph Digilio, Daniel Digilio, is a registered financial advisor currently at AE FINANCIAL SERVICES, LLC located in Topeka, Kansas. Daniel is registered as a RR (Registered Representative) and started their career in finance in 2010. Daniel has worked at 4 firms and has passed the Series 63, SIE, Series 7 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
Dan Joseph Digilio, Daniel Joseph Digilio, Danny Joseph Digilio, Daniel Digilio
Similar Advisors
PRINCIPAL SECURITIES, INC.
SOLTIS INVESTMENT ADVISORS, LLC
NEXT PHASE ADVISORS
J.P. MORGAN SECURITIES LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
PRINCIPAL SECURITIES, INC.
SOLTIS INVESTMENT ADVISORS, LLC
NEXT PHASE ADVISORS
J.P. MORGAN SECURITIES LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
PRINCIPAL SECURITIES, INC.
SOLTIS INVESTMENT ADVISORS, LLC
NEXT PHASE ADVISORS
J.P. MORGAN SECURITIES LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
PRINCIPAL SECURITIES, INC.
SOLTIS INVESTMENT ADVISORS, LLC
NEXT PHASE ADVISORS
J.P. MORGAN SECURITIES LLC
Years of Experience
16 years in the financial services industry
Current & Past Employments
Similar Advisors
PRINCIPAL SECURITIES, INC.
SOLTIS INVESTMENT ADVISORS, LLC
NEXT PHASE ADVISORS
J.P. MORGAN SECURITIES LLC
Current Firm
AE FINANCIAL SERVICES, LLC
Contact Information
Main Address
2950 Sw Mcclure Road Suite B, Topeka, KS 66614Mailing Address
2950 Sw Mcclure Road Suite B, Topeka, KS 66614Phone Number
(866) 363-9595Established
Kansas since 08/14/2018Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| AE FS HOLDINGS, LLC | OWNER | — |
| CALLANAN, DAVID JAMES | CHIEF EXECUTIVE OFFICER | 4237166 |
| GOCHENOUR, JOLENE KAY | FINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER | 6728358 |
| PIERSON, MELISSA KAY | CHIEF COMPLIANCE OFFICER | 1685017 |
| SCHOLZ, SHAWN | PRESIDENT | 2891167 |
| WOLFE, DAVID ROBB | GENERAL COUNSEL AND SECRETARY | 6603373 |
Similar Advisors
PRINCIPAL SECURITIES, INC.
SOLTIS INVESTMENT ADVISORS, LLC
NEXT PHASE ADVISORS
J.P. MORGAN SECURITIES LLC
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.
Similar Advisors
PRINCIPAL SECURITIES, INC.
SOLTIS INVESTMENT ADVISORS, LLC
NEXT PHASE ADVISORS
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
(10/8/2025)
(10/8/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
PRINCIPAL SECURITIES, INC.
SOLTIS INVESTMENT ADVISORS, LLC
NEXT PHASE ADVISORS
J.P. MORGAN SECURITIES LLC
CRS (Client Relationship Summary) - BD
Click below to view Daniel Digilio's CRS (Customer Relationship Summary).
Similar Advisors
PRINCIPAL SECURITIES, INC.
SOLTIS INVESTMENT ADVISORS, LLC
NEXT PHASE ADVISORS
J.P. MORGAN SECURITIES LLC
