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
Topeka, KS 66614
Credentials
CFP®, Series 65
Industry experience
7 years
Jordan Sester is a CFP® professional with seven years of industry experience, currently affiliated with AE Wealth Management, LLC. He has worked at multiple firms including Advisors Excel and Bluestem Wealth Management, and owns The Retirement Co., an insurance business. AE Wealth Management is an SEC-registered adviser serving a diverse client base, offering model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that integrates in-house, third-party, and advisor-managed models.
Based on AE Wealth Management, LLC
Based on AE Wealth Management, LLC
Fixed fees for financial planning and consulting vary by IAR and client agreement; no fees over $1,200 paid six or more months in advance
Negotiable up to 2.5% annually; fees above 2.0% require compliance approval
IARs may earn commissions from insurance product sales ranging from 1% to 9% plus bonuses and other incentives
Hourly fees for financial planning and consulting vary by IAR and client agreement
Account minimum: $10,000 Fee-only: Financial planning and consulting services offered on hourly and fixed fee basis; hourly fees and fixed fees vary by IAR and client agreement
2950 Sw Mc Clure Rd, Ste B
Topeka, KS 66614
Kansas · Texas
The Retirement Co.
2025 - Present (1 year)
827 Topeka, LLC
2022 - Present (4 years)
Advisors Excel
2019 - Present (7 years)
Advisors Excel
2018 - 2019 (1 year)
AE Wealth Management, LLC
2018 - Present (8 years)
Bluestem Wealth Management, LLC
2018 - 2025 (7 years)
Advisors Excel
2016 - 2018 (2 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.
Series 65, Series 66
Topeka, KS
Avant Wealth Management, LLC
Series 63, Series 65
Topeka, KS
KDWALLSTREET Investment Advisor LLC
Series 63, Series 65
Topeka, KS
Paladin Financial
Series 66
Topeka, KS
Next Generation Investing, LLC
Series 65, Series 66
Topeka, KS
Blazing Star Financial
Series 66
Topeka, KS
Next Generation Investing, LLC
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