CW
Chad A. Weidert
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CRD#: 7535154
CW
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Chad Anthony Weidert was a registered financial professional .
Chad is a previously registered financial professional and started their career in finance in 2022. Chad had worked at 1 firm and has passed the Series 65 and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
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.) Levity LLC, DBA Altmeyer Financial Investments, LLC; Yes Investment Related; 401 East Front Ave Suite 213 Coeur D'alene, Idaho 83814; Insurance Sales; Financial Advisor; State date 4/2022; 160 hours/month; 160 hours/month during trading; Insurance sales and services 2.) Exceptional Insurance; Yes Investment Related; 12983 North Rhett Road, Rathdrum Idaho 83858; Insurance Sales; Insurance Agent; Start Date 09/2021; 16 hours/month; 16 hours/month during trading; Solicit and produce lift and health insurance 3.) Levity Metal/Levity LLC; Non Investment Related; 12983 North Rhett Road, Rathdrum Idaho 83858; Construction; Owner; Start Date 09/2021; 10 hours/month; 00 hours/month during trading; Offers handyman services to local seniors 4.) Spacelabs Healthcare; Non Investment Related; 35301 South East Center Street, Snoqualmie, WA 98065; Health Care; Product Support Specialist; 96 hours/month; 96 hours/month during trading; Provides phone support to customers 5.)LIFE & HEALTH INSURANCE POSITION: Single Member LLC/Principal NATURE: Insurance sales for Accident & Health or Sickness, Life. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/04/2022 ADDRESS: 12983 N RHETT RD, RATHDRUM ID 83858, United States DESCRIPTION: Single Member LLC. Sales of Accident & Health or Sickness, Life to Residents of Idaho. HANDYMAN BUSINESS POSITION: Owner NATURE: The business provides light repairs to residential structures as a licensed contractor. Additionally, installation of services for technology and pool cleaning services. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/10/2021 ADDRESS: 12983 N RHETT RD, RATHDRUM ID 83858, United States DESCRIPTION: Book keeping activities, tax payments, payroll, and maintaining licensing and insurance.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
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
Past
April 11, 2022 - December 15, 2023
AE WEALTH MANAGEMENT, LLC
RIA
CRD#: 282580
Coeur D'alene, ID
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.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
General Industry/Product Exam
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
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.
