AEI Securities, Inc.

Broker-DealerFINRA MemberEst. 1971
Total AUM
Advisory reps
8
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 organized as a corporation and has been SEC-registered since 1971. FINTRX classifies the firm as "Unclassified" and indicates ownership is a mix of a domestic entity and an individual. The firm is not identified in the dataset as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Those registry flags suggest AEI Securities does not appear in FINTRX as a manager that sources external fund managers, emphasizes ESG integration, or provides broad multi-state advisory services or pension consulting. Beyond the regulatory and status markers above, the firm has not supplied descriptive material about its activities, affiliations, or advisory offerings in the source data.

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

1 of 1
  • Keith Petersen

    Chief Financial OfficerCRD 6747299

Contacts

3 of 7
  • Paula Tillett

    Paula Tillett

    Executive Vice PresidentCRD 2096668

  • Patricia Johnson

    Executive DirectorCRD 259984

  • John Bruno

    John Bruno

    Compliance ConsultantCRD 2854977

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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