Michaela M. Schultze

AE FINANCIAL SERVICES

Topeka, KS 66614

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CRD#: 6275601

Professional summary

Michaela Mae Schultze, who also goes by Michaela Mae Meiers, is a registered financial professional currently at AE FINANCIAL SERVICES, LLC located in Topeka, Kansas.

Michaela is registered as a RR (Registered Representative) and started their career in finance in 2014. Michaela has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Michaela Mae Meiers

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Michaela Mae Schultze's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 28, 2022 - Present

AE FINANCIAL SERVICES, LLC

Office #1: 2950 Sw Mcclure Rd Ste B, Topeka, KS 66614

CRD#: 298608

Topeka, KS

Past

August 24, 2021 - January 18, 2022

MATRIX 360 DISTRIBUTORS, LLC

CRD#: 159715

FAIRWAY, KS

Past

June 28, 2019 - August 23, 2021

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Past

November 5, 2015 - June 14, 2019

SUNSET FINANCIAL SERVICES, INC.

CRD#: 3538

KANSAS CITY, MO

Past

March 5, 2015 - September 28, 2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

DAKOTA DUNES, SD

Past

August 25, 2014 - September 28, 2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

DAKOTA DUNES, SD

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

Kansas
(1/28/2022)

South Dakota
(2/14/2022)

Exams

State Security Law Exam

IAR

Series 65

Date: 1/8/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/15/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/13/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/25/2014

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/14/2021

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

AE FINANCIAL SERVICES, LLC

CRD#: 298608 / SEC#: , 8-70214

Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

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Contact information

Main Address

2950 Sw Mcclure Road Suite B, Topeka, KS 66614

Mailing Address

2950 Sw Mcclure Road Suite B, Topeka, KS 66614

Phone number

(866) 363-9595

Established

Kansas since 08/14/2018

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

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

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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Advisor Monitoring

Firm Stability Insights

Michaela M. Schultze

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Michaela Mae Schultze's CRS (Customer Relationship Summary).

Certified licenses

Experience

MATRIX 360 DISTRIBUTORS, LLC

WADDELL & REED

SUNSET FINANCIAL SERVICES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/8/2015

Series 63

Date: 9/15/2014

Series 7TO

Date: 2/13/2020

SIE

Date: 10/1/2018

Series 6

Date: 8/25/2014

Series 24

Date: 2/14/2021

FINRA

Current Firm

AE FINANCIAL SERVICES, LLC

Contact information

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

AE FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

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