Nathan D. Muchmore
Professional summary
Nathan David Muchmore, who also goes by Nate Muchmore, Nathan Muchmore, is a registered financial professional currently at AE FINANCIAL SERVICES, LLC located in Lititz , Pennsylvania.
Nathan is registered as a RR (Registered Representative) and started their career in finance in 2015. Nathan has worked at 3 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Nathan David Muchmore's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 16, 2025 - Present
AE FINANCIAL SERVICES, LLC
October 7, 2024 - June 23, 2025
CAPE SECURITIES INC.
September 28, 2015 - May 31, 2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/16/2025)
Exams
FINRA
Current Firm
AE FINANCIAL SERVICES, LLC
CRD#: 298608 / SEC#: , 8-70214
Contact information
FINRA licenses (51 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 |
Red Flags
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