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Luke Kulczyk Suminski

AE WEALTH MANAGEMENT
Freeland, MI
·CRD# 6271227·12 years experience

Professional Summary

Luke Kulczyk Suminski is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Freeland, Michigan. Luke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Luke has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, SIE 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

There are no additional aliases reported.

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Videos & Posts

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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

12 years in the financial services industry

Current & Past Employments

AE WEALTH MANAGEMENT, LLC·CRD# 282580
RIA
8282 Midland Rd., Freeland, MI 48623
August 1, 2023 - Present
OPPENHEIMER & CO. INC.·CRD# 249
BD
Frankenmuth, MI
April 1, 2019 - October 7, 2022
THRIVENT INVESTMENT MANAGEMENT INC.·CRD# 18387
BD
Frankenmuth, MI
March 17, 2014 - April 2, 2019

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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.)MCINTOSH AND ASSOCIATES, INC; YES INVESTMENT RELATED;8282 Midland Rd., FREELAND, MI 48623; INSURANCE SALES; RELATIONSHIP ADVISOR; START DATE: 06/2022; APPROX 80 HRS/MONTH; APPROX 80 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.)MUTH UNITED FC; NOT INVESTMENT RELATED; PO BOX 162, FRANKENMUTH, MI 48734; SPORTS PROMOTING; PAST-PRESIDENT; START DATE 01/2019; APPROX 02 HRS/MONTH; APPROX 02 HRS/MONTH DURING TRADING; VOTES ON SPENDING, STRUCTURE, AND FURTHERING THE SPORT IN THE LOCAL COMMUNITY. 3.)FRANKENMUTH CITY - ECONOMIC DEVELOPMENT COMPANY; NOT INVESTMENT RELATED; 240 W. GENESEE STREET, FRANKENMUTH, MI 48734; DEVELOPMENT COMPANY; VOTING MEMBER; START DATE 01/2022; APPROX 03 HRS/MONTH; APPROX 03 HRS/MONTH DURING TRADING; MONTHLY MEETING TO FURTHER THE INTEREST OF THE CITY/COMMUNITY. 4.)ASCENSION ST. MARY'S FOUNDATION; NOT INVESTMENT RELATED; 800 S WASHINGTON AVE, SAGINAW, MI 48601; HOSPITAL FOUNDATION; VICE CHAIRMAN; START DATE 01/2019; APPROX 02 HRS/MONTH; APPROX 02 HRS/MONTH DURING TRADING; ASSIST THE CHAIRMAN IN THE RUNNING OF MEETINGS. 5.)ASCENSION ST. MARY'S FOUNDATION FINANCE BOARD; NOT INVESTMENT RELATED; 800 S WASHINGTON AVE, SAGINAW, MI 48601; HOSPITAL FOUNDATION; VOTING MEMBER; START DATE 01/2016; APPROX 02 HRS/MONTH; APPROX 02 HRS/MONTH DURING TRADING; VOTES ON SPENDING PROPOSALS, OVERSEES ASSETS OF THE FOUNDATION, AND ENSURES PROPER SPENDING. 6.)FRANKENMUTH CITY PLANNING COMMISSION; NOT INVESTMENT RELATED; 240 W GENESEE ST, FRANKENMUTH, MI 48734; COORDINATE AND APPROVE FUTURE PLANS WITHIN CITY; POSITION: VOTING BOARD MEMBER; START DATE 08/2025; APPROX. 2 HOURS A MONTH; APPROX. 8 HOURS DURING TRADING; REVIEW AND APPROVE PROPOSED BUSINESSES. 7.) MY MICHIGAN FOUNDATION; INVESTMENT RELATED: NO; 800 S WASHINGTON AVE, SAGINAW MI 48601, UNITED STATES; THE FOUNDATION RAISES MONEY TO INVEST IN HOSPITAL PROJECTS LIKE BUYING EQUIPMENT AND RENOVATING THE HOSPITAL; VICE CHAIRMAN; START DATE 09/2025; APPROX HOURS PER MONTH:02; APPROX HOURS DURING TRADING: 02; I SERVE AS VICE CHAIRMAN, RUNNING THE MEETINGS IF THE CHAIRMAN IS NOT PRESENT. I VOTE ON UTILIZING THE FUNDS HELD BY THE FOUNDATION ON PROJECTS TO IMPROVE THE HOSPITAL. 8.) FOCUS WEALTH PLANNING; INVESTMENT RELATED: NO; 8282 MIDLAND RD, FREELAND MI 48623-9000 ; IT IS DESIGNED TO UTILIZE WEALTH.COM TO PROVIDE BASIC ESTATE PLANNING SERVICES FOR CLIENTS; EMPLOYEE; Start Date 09/2025; Approx hours per month: 01; Approx hours during trading: 01; I DO NOT HAVE ANY RESPONSIBILITIES OR DUTIES. I AM A SOURCE OF REFERRALS IF CLIENTS ARE LOOKING FOR SIMPLE ESTATE PLANNING. 9.) MYMICHIGAN FOUNDATION DEVELOPMENT COUNCIL; INVESTMENT RELATED: NO; 800 S WASHINGTON AVE, SAGINAW, MI 48601; FOUNDATION; POSITION: MEMBER; START DATE: 09/2025; APPROX 2 HRS/MONTH; APPROX 2 HRS/MONTH DURING TRADING; MEMBER OF THE COUNCIAL.

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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
Michigan
(8/1/2023)

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 66 — Uniform Combined State Law Examination

Passed Jul 2023About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 2014About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Aug 2020About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Mar 2014About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Luke Kulczyk Suminski's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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