AEI Securities, Inc.

Broker-DealerFINRA MemberEst. 1971
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
St Paul, Minnesota
CRD number
6158
Registered since
November 19, 1971

Firm profile

FINTRX

Overview

AEI Securities, Inc. is a corporation that has been SEC-registered since 1971. Publicly available filings classify the firm as unclassified and identify its ownership as a combination of a domestic entity and an individual. The firm does not identify itself as a capital allocator, does not report being an active ESG investor, and is not designated as a multi-state adviser or a pension consultant. Beyond those regulatory attributes, the firm has not provided detail about its advisory activities, client segments, or fee arrangement in the source data.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 7
  • John Bruno

    John Bruno

    Compliance ConsultantCRD 2854977

  • Patricia Johnson

    Executive DirectorCRD 259984

  • Paula Tillett

    Paula Tillett

    Executive Vice PresidentCRD 2096668

Unlock 4 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

St Paul, MN

Ramsey

Location

St Paul, MN

Headquartered in St Paul, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Ramsey
Address
1300 Wls Fargo 7 Pl St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth