AS
Andrew F. Seyller
AE WEALTH MANAGEMENT
Burr Ridge, IL 60527
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CRD#: 6125773
AS
Professional summary
Andrew Fabian Nicolas Seyller, who also goes by Drew Seyller, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Burr Ridge, Illinois.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Andrew has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Drew Seyller
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.) SEYLLER FINANCIAL GROUP, LLC; YES INVESTMENT RELATED; 185 BUCKLEY DR, STE A, ROCKFORD, IL 61107; INSURANCE SALES; INSURANCE AGENT; START DATE 06/2012; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.)SUCCESSOR TRUSTEE POSITION: Successor Trustee NATURE: The Trustee for the J&E B Irrevocable Trust. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/10/2021 ADDRESS: 185 Buckley Dr. Ste A, Rockford IL 61107, United States DESCRIPTION: The Trustee for the J&E B Irrevocable Trust. 3.)SCHOOL BASKETBALL COACH POSITION: Basketball Coach NATURE: Coaching Basketball for 2nd Grade and JV (3rd through 6th Grade) INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2023 ADDRESS: 1225 E. 2nd St., Belvidere IL 61008, United States DESCRIPTION: Coach kids games and practices. IMMANUEL LUTHERAN SCHOOL "SCHOOL ADVISORY COUNCIL" POSITION: School Advisory Council member NATURE: Lutheran School for Pre-k through 8th Grade. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2024 ADDRESS: 1225 E 2nd St,, Belvidere IL 61008, United States DESCRIPTION: Council Member. 1 of 5 individuals who advises the school's principal in setting up policy and procedures for day-to-day school operations and recommendations for future outlook and planning for the school. Not compensated for this role.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Fabian Nicolas Seyller'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 3, 2018 - Present
AE WEALTH MANAGEMENT, LLC
Office #1: 1333 Burr Ridge Pkwy #200, Burr Ridge, IL 60527Office #2: 185 Buckley Dr Ste A, Rockford, IL 61107Office #3: 645 3rd St., Beloit, WI 53545RIA
CRD#: 282580
Burr Ridge, IL
Past
April 10, 2014 - July 5, 2018
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
RIA
CRD#: 132070
Rockford, IL
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
Illinois(7/3/2018)
IAR
Texas(5/6/2019)
IAR
Wisconsin(4/11/2024)
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.
