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 first registered in 2019. Ownership is listed as a combination of a domestic entity and an individual. Public records classify the firm as unclassified and indicate it does not serve as a capital allocator, does not identify as an active ESG investor, and is not designated a multi-state adviser in the registry flags. Other standard firm descriptors such as fee structure, advisory activities, and client segments were not provided in the available data.
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 4DAVID CALLANAN
Chief Executive OfficerCRD 4237166
Shawn Scholz
Chief Compliance OfficerCRD 2891167
THOMAS SIOMADES
Chief Investment OfficerCRD 2449587
Contacts
3 of 77RICHELLE 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 McClure Rd
- Time zone
- CT (UTC-6)
- Office locations
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