AE Financial Services, LLC
Firm details
- Headquarters
- Topeka, Kansas
- CRD number
- 298608
- Registered since
- October 11, 2019
- Website
- ae-fs.com
Firm profile
FINTRXOverview
AE Financial Services, LLC is an SEC-registered limited liability company adviser that first registered in 2019. Ownership is described as a combination of a domestic entity and an individual. In the source data the firm is classified as “unclassified” and is not identified as a capital allocator, active ESG investor, multi-state adviser, or pension consultant. The firm has not provided detail in the dataset about its advisory services, client segments, fee schedules, or specific investment approach.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Vilayphone Fixsen
Chief Operating OfficerCRD 4585926
David Callanan
Chief Executive OfficerCRD 4237166
Shawn Scholz
Chief Compliance OfficerCRD 2891167
Contacts
3 of 96
Kevin Thornton
Head of SalesCRD 5772417
Beth Garlick
Team ManagerCRD 5898865
Bradley Jones
FounderCRD 5115050
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Topeka, KS
Shawnee
Location
Topeka, KS
Headquartered in Topeka, KS, in the Midwest of the United States.
- Region
- Midwest
- County
- Shawnee
- Address
- 2950 Sw Mc Clure Rd
- Time zone
- CT (UTC-6)
- Office locations
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