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
Charlevoix, MI
Credentials
Series 65
Industry experience
8 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
AE Wealth Management, LLC
2024 - Present (2 years)
Horter Investment Management
2017 - 2024 (7 years)
CLC Insurance Benefits
2003 - Present (23 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.
CFP®, Series 66
Charlevoix, MI
Edward Jones
ChFC®, Series 66
Boyne City, MI
Edward Jones
Series 66
Boyne City, MI
Edward Jones
CFP®, ChFC®, Series 66
Charlevoix, MI
Edward Jones
CFP®, Series 63, Series 65
Harbor Springs, MI
Merrill
Kevin Larson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He collaborates with clients to develop personalized financial strategies designed to help pursue their long-term goals. Utilizing insights from Merrill and the banking and lending resources of Bank of America, he aims to create flexible wealth management approaches aligned with clients’ priorities and changing market conditions. Kevin holds a Bachelor’s Degree from the University of Alabama System and holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also active in his community, volunteering with local organizations following the Merrill tradition of community involvement. Outside of work, Kevin enjoys boating, golfing, and skiing.
ChFC®, Series 63, Series 65
Boyne City, MI
Don A. Slabaugh, LLC
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