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RP

Robert A. Personett

AE WEALTH MANAGEMENT
Morton, IL 61550
Some features on this profile are disabled
CRD#: 7009864
RP

Professional summary

Robert Adam Personett, CFP®, who also goes by Adam Personett, Robert Adam Personett, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Morton, Illinois.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Robert has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Adam Personett | Robert Adam Personett

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) - RIA

Click below to view Robert Adam Personett'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®
CFP®

Certified Financial Planner

Experience

Current

January 2, 2026 - Present

AE WEALTH MANAGEMENT, LLC

Office #1: 220 E Jackson St Suite B, Morton, IL 61550
RIA
CRD#: 282580
Morton, IL
Past

May 18, 2022 - December 2, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
WASHINGTON, IL
Past

May 18, 2022 - December 2, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
WASHINGTON, IL
Past

June 26, 2020 - May 18, 2022

CUNA BROKERAGE SERVICES, INC.

RIA
CRD#: 13941
WASHINGTON, IL
Past

June 18, 2020 - May 18, 2022

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
WASHINGTON, IL
Past

November 14, 2019 - March 27, 2020

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Peoria, IL
Past

October 17, 2019 - March 27, 2020

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Peoria, IL
Past

September 5, 2018 - April 30, 2019

ADVANCED TRADER INVESTMENT ADVISORS, LLC.

RIA
CRD#: 160044
Germantown Hills, 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
(1/2/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 12/12/2019
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 9/5/2018
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/16/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/26/2019
Securities Industry Essentials Examination

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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APPENDIX 1 (10/1/2025)
FORM ADV PART 2A (10/1/2025)

Regulatory assets under management

Total Number of Accounts111,059
AUM (Assets Under Management)$ 37,525,706,084

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.

Company Information

AE WEALTH MANAGEMENT, LLC

CRD#: 282580Morton, IL 61550

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