AE Financial Services, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
98
Avg account
$0

Firm details

Headquarters
Topeka, Kansas
CRD number
298608
Registered since
October 11, 2019
Website
ae-fs.com

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Vilayphone Fixsen

    Vilayphone Fixsen

    Chief Operating OfficerCRD 4585926

  • David Callanan

    David Callanan

    Chief Executive OfficerCRD 4237166

  • Shawn Scholz

    Shawn Scholz

    Chief Compliance OfficerCRD 2891167

Contacts

3 of 95
  • Kevin Thornton

    Kevin Thornton

    Head of SalesCRD 5772417

  • Beth Garlick

    Beth Garlick

    Team ManagerCRD 5898865

  • Bradley Jones

    Bradley Jones

    FounderCRD 5115050

Unlock 92 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth