DC
Dallas A. Collins
AE WEALTH MANAGEMENT
Martinsville, IN 46151
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CRD#: 5954502
DC
Professional summary
Dallas A Collins is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Martinsville, Indiana and MADISON AVENUE SECURITIES, LLC located in Martinsville, Indiana.
Dallas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Dallas has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) Madison Avenue Securities; 13500 Evening Creek Drive N Suite 555, San Diego CA 92128; Yes, Investment Related; Broker Dealer; Registered Representative; Start Date 08/2018; Approx.160 hours a month; Approx. 160 during trading; Securities Sales and Service 2) AE Wealth Management LLC; Yes, Investment Related; 2950 SW McClure Road, Topeka, KS 66614; Investment Advisor Representative Investment Advice for fee; Start Date 7/2025; Approx. 160 hours a month; Approx. 160 hours during trading; Securities Sales and Services 3) Notary Public for Indiana; Non investment Related; 458 S. Main St. Martinsville, IN 46151; Notary Public; Notary Services; Start Date 7/25; Approx. 1 hr a month; Approx. 1 hr. during trading; Notary Services 4) Boys And Collins Financial; Yes, Investment Related; 458 S. Main St. Martinsville, IN 46151; Insurance Sales; POSITION Partner & Co-Founder; Start Date 7/25; Approx. 60 hours a month; Approx. 60 hours during trading; Insurance Sales and Services.
CRS (Client Relationship Summary) - RIA
Click below to view Dallas A Collins'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
July 25, 2025 - Present
AE WEALTH MANAGEMENT, LLC
Office #1: 458 Main St., Martinsville, IN 46151RIA
CRD#: 282580
Martinsville, IN
Current
August 20, 2018 - Present
MADISON AVENUE SECURITIES, LLC
Office #1: 458 S. Main Street, Martinsville, IN 46151RIA
BD
CRD#: 23224
Martinsville, IN
Past
September 29, 2015 - August 28, 2018
CFD INVESTMENTS, INC.
BD
CRD#: 25427
MARTINSVILLE, IN
Past
June 4, 2012 - October 1, 2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
INDIANAPOLIS, IN
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(10/14/2019)
RR
Florida(5/1/2019)
RR
Illinois(5/23/2023)
RR
Indiana(8/20/2018)
IAR
Indiana(7/25/2025)
RR
Utah(4/13/2021)
RR
Virginia(1/7/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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.
Company Information
AE WEALTH MANAGEMENT, LLC
CRD#: 282580Martinsville, IN 46151TRUST BUT VERIFY
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