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 LLC that registered with the SEC in 2019. Ownership is reported as a combination of a domestic entity and an individual, and the firm is listed as "unclassified" in the snapshot data. The firm does not report acting as a capital allocator, is not identified as an active ESG investor, and is not designated as a multi-state adviser, pension consultant, or related adviser in the provided record. The firm has not supplied further detail about its advisory or business activities in the source material.
Assets & Accounts
Investments & Alternatives
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 4
David Callanan
Chief Executive OfficerCRD 4237166
Shawn Scholz
Chief Compliance OfficerCRD 2891167
Thomas Siomades
Chief Investment OfficerCRD 2449587
Contacts
3 of 77
Richelle Stoneking
Director of Investment TechnologyCRD 6152301
Therese Voegeli
Client Processing SpecialistCRD 7332708
Jennifer Flott
Compliance ExaminerCRD 6723165
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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