KG
Kenneth D. Greene
AE WEALTH MANAGEMENT
Reno, NV 89519
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CRD#: 5634288
KG
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kenneth Daryl Greene
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.
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth D. Greene's 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®
NoneExperience
Current
October 7, 2025 - Present
AE WEALTH MANAGEMENT, LLC
Office #1: 6170 Ridgeview Ct Ste E, Reno, NV 89519RIA
CRD#: 282580
Reno, NV
Past
January 4, 2024 - October 16, 2025
SIMPLICITY WEALTH
RIA
CRD#: 300572
RENO, NV
Past
March 18, 2020 - February 2, 2024
GREENEFI WEALTH STRATEGIES LTD.
RIA
CRD#: 297604
RENO, NV
Past
February 16, 2017 - November 1, 2018
PROSPERITY ECONOMICS PARTNERS, LLC
RIA
CRD#: 148122
RENO, NV
Past
June 2, 2009 - December 31, 2010
FARMERS FINANCIAL SOLUTIONS, LLC
BD
CRD#: 103863
RENO, NV
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
Nevada(10/7/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 111,059 |
| AUM (Assets Under Management) | $ 37,525,706,084 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
