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 organized as a limited liability company with ownership indicated as a mix of a domestic entity and an individual. The firm is listed as unclassified in the snapshot data and is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm has not provided descriptive information about its advisory activities, client segments, fee structure, or other business activities, and it likewise did not supply details about affiliations or external activities.
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 95
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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