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Kenneth D. Greene

AE WEALTH MANAGEMENT
Reno, NV
·CRD# 5634288·17 years experience

Professional Summary

Kenneth D. Greene, who also goes by Kenneth Daryl Greene, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Reno, Nevada. Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Kenneth has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Kenneth Daryl Greene

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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Years of Experience

17 years in the financial services industry

Current & Past Employments

AE WEALTH MANAGEMENT, LLC·CRD# 282580
RIA
6170 Ridgeview Ct Ste E, Reno, NV 89519
October 7, 2025 - Present
SIMPLICITY WEALTH·CRD# 300572
RIA
Reno, NV
January 4, 2024 - October 16, 2025
GREENEFI WEALTH STRATEGIES LTD.·CRD# 297604
RIA
Reno, NV
March 18, 2020 - February 2, 2024
PROSPERITY ECONOMICS PARTNERS, LLC·CRD# 148122
RIA
Reno, NV
February 16, 2017 - November 1, 2018
FARMERS FINANCIAL SOLUTIONS, LLC·CRD# 103863
BD
Reno, NV
June 2, 2009 - December 31, 2010

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Current Firm

AW
AE WEALTH MANAGEMENT, LLC

AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319
RIA
Registered Investment Advisory firm - SEC (2/17/2016 Approved)

Contact Information

Main Address

2950 Sw Mcclure Road Suite B, Topeka, KS 66614

Phone Number

(866) 363-9595

# of Employees

630

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APPENDIX 1 (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

282,995

AUM (Assets Under Management)

$49,837,385,888

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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. GreeneFI Wealth Strategies Ltd.; Yes Investment Related ; 6170 Ridgeview Ct Ste E Reno, NV 89519; Owner/Manager; Start Date: 08/2013; 160 hrs/month, 160 hrs/month during securities trading hours; Advisory Services. 2. Greene Machine Media Ltd.; Not business investment related; 6170 Ridgeview Ct Ste E Reno, NV 89519; Copyrights owner to the "Engineer of Finance' podcast, books copyrights owner, markets affiliate programs and royalties; Owner/ Podcast Host; Start Date: 02/2021; 16 hrs/month; 0 hrs/month during trading hrs; Host of a podcast for educational purposes only. The podcast does not provide any financial or insurance advice. The podcast provides monologues and conversations with guests on a variety of topics: insurance, savings & investments, finances, business, banking, real estate, entrepreneurs, politics, self-improvement, and more. 3. OPM Management Ltd.; Not business investment related; 6170 Ridgeview Ct Ste E Reno, NV 89519; Real Estate business for rental properties; Owner/Manager; Manages operations of the company; Start Date: 02/2022; 4 hrs/month; 0 hrs/month during trading hours; Buy real estate assets for rental/lease opportunities. 4. GreeneFI Insurance Solutions Ltd.; Yes, Investment Related; 6170 Ridgeview Ct Ste E Reno, NV 89519; Insurance Sales; POSITION Owner/ Insurance Agent; Start Date 11/2021; Approx. 100 hours a month; Approx. 40 hours during trading; Insurance Sales and Services. 5. Estate planning document services, 6170 Ridgeview Ct, Ste E, Reno NV 89519, Investment Related: No, Position: Facilitator, Duties: Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents, Start Date: 03/2026, Approx hours per month: 8, Hours during trading: 4.

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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 - SEC (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.
IAR
Nevada
(10/7/2025)

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 65 — Uniform Investment Adviser Law Examination

Passed Feb 2017About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2009About the Series 63 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 2009About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Kenneth D. Greene's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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