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FIRM PROFILE
Overview
AE FINANCIAL SERVICES, LLC is located at 2950 Sw Mcclure Road Suite B, Topeka, KS 66614 and was first established at Kansas City, Kansas in 08/14/2018. After operating for 7 years, AE FINANCIAL SERVICES, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of AE FINANCIAL SERVICES, LLC’s clients are individuals and 0% of their clients are high net worth individuals. AE FINANCIAL SERVICES, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at AE FINANCIAL SERVICES, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access AE FINANCIAL SERVICES, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at AE FINANCIAL SERVICES, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for AE FINANCIAL SERVICES, LLC Comes From
Understanding the Statistics for AE FINANCIAL SERVICES, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
2950 Sw Mcclure Road Suite B, Topeka, KS 66614
2950 Sw Mcclure Road Suite B, Topeka, KS 66614
Small
(866) 363-9595
Kansas since 08/14/2018
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | 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 |
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Advisor's working at AE FINANCIAL SERVICES, LLC
Michael Terrence Hullen
David Lawrence Hedger
Kelvin J Kwan
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