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.
Location
Frederica, DE
Credentials
Series 63, Series 65
Industry experience
10 years
Jose Echeverri is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Swan Financial Group, Inc. as president and agent of an insurance agency since 2001. He also worked at Delaware State University from 2018 to 2022. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm utilizes a platform-centered approach combining model portfolios managed internally, by third parties, and by advisors, offering a range of services such as discretionary asset management, financial planning, and plan consulting.
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
Frederica, DE
Delaware
AE Wealth Management, LLC
2024 - Present (2 years)
Delaware State University
2018 - 2022 (4 years)
Swan Financial Group, Inc.
2001 - Present (25 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 63, Series 65
Milford, DE
Atlantic Advisors, Inc.
Ronald Anthony is the principal advisor at Atlantic Advisors, Inc. in Milford, Delaware. He holds Series 63 and Series 65 licenses and has 31 years of experience with Atlantic Advisors, a firm he has been with since 1995. Atlantic Advisors is an independent, fee-based investment adviser specializing in retirement-focused portfolios for individual clients, primarily serving current and retired public school employees in Maryland, along with business owners and health care professionals. The firm manages portfolios in-house on a discretionary basis, emphasizing risk management and long-term objectives through low-cost mutual funds and sector diversification.
Series 65
Dover, DE
Big Investment Services
Daniel Venable is a Series 65-licensed advisor with BIG Investment Services, bringing one year of industry experience. His prior roles include positions at Boothe Investment Group, Beracah Homes, and Enterprise Rent-A-Car. BIG Investment Services offers investment management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm employs a tactical index investment approach that combines passive index funds with selected equities, guided by fundamental, technical, and cyclical analysis, and provides customized planning services including retirement, estate, tax, and business planning.
Series 65
Dover, DE
Big Investment Services
Anna Hibbitt is a financial advisor at B.I.G. Investment Services with four years of industry experience. She holds a Series 65 designation and has worked at Boothe Investment Group, Inc. for multiple periods since 2016. Outside of her advisory role, she is a partner at Excel Bookkeeping, LLC, a nonprofit organization where she provides consulting, training, bookkeeping, and grant writing services. B.I.G. Investment Services offers investment management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm employs a tactical index investment approach combining passive index funds with selected equities, guided by fundamental, technical, and cyclical analysis, and provides tailored planning services including retirement, estate, tax, and business planning.
Series 63, Series 65
Dover, DE
Big Investment Services
David Boothe is a financial advisor with BIG Investment Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include nearly a decade at Wells Fargo Advisors Financial Network LLC and several years at Boothe Investment Group Inc. He is also a partner in DL FIVE LLC, which holds property used by his firm. BIG Investment Services provides investment management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm employs a tactical index investment approach that combines passive index funds with selected individual equities, guided by fundamental, technical, and cyclical analysis within a client-specific asset allocation framework.
Series 65
Dover, DE
Big Investment Services
Rachel Benton is a Series 65-licensed advisor with BIG Investment Services in Dover, DE. She has experience working with the State of Delaware and Postal Impact as well as prior roles at BIG Investment Services. BIG Investment Services provides investment management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm employs a tactical index investment approach that combines passive index funds with selected individual equities, guided by fundamental, technical, and cyclical analysis within an asset allocation framework.
ChFC®, Series 63, Series 65, Series 66
Dover, DE
Chapin, Davis
Robert Kaehler is a financial advisor with Chapin Davis, Inc. He holds the ChFC® designation and securities licenses Series 63, 65, and 66, and has 24 years of industry experience. His prior roles include positions at Avantax Investment Services, Hornor Townsend & Kent Inc, and J.P. Morgan, as well as serving in the U.S. Air Force for 24 years. He has also taught at Wilmington University and the University of Delaware. Chapin Davis provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement accounts, managing approximately $539 million in assets across several hundred client relationships. The firm employs a combination of fundamental and technical analysis and offers discretionary and advisory portfolio management through a multi-advisor team.
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