Advisor at AE Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AE Wealth Management, LLC
Location
Paducah, KY 42001
Credentials
CFP®, Series 63, Series 65
Industry experience
21 years
Flat fees for financial planning and consulting services are offered, specific amounts not stated
Negotiable up to 2.5% annually maximum
Specific hourly rates not stated in brochure
Paducah Insurance Agency
2025 - Present (1 year)
AE Wealth Management, LLC
2021 - Present (5 years)
American Financial Education Alliance
2017 - 2018 (1 year)
Virtue Capital Management, LLC
2016 - 2021 (5 years)
American Church Group Of Kentucky
2016 - 2018 (2 years)
Horter Investment Management, LLC
2015 - 2016 (1 year)
The Peoples Bank
2007 - Present (19 years)
Bradshaw & Weil Wealth Management, Llc
1997 - Present (29 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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