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 organized as a corporation and has been registered with the SEC since 1971. The firm’s ownership is recorded as a domestic entity and individual ownership; it is classified in the dataset as unclassified. According to the available record, AEI Securities does not operate as a capital allocator and is not identified as an active ESG investor. The firm is not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser in this dataset. The source material supplies minimal detail on the firm’s business lines, client segments, fee arrangements, or advisory offerings. There is no breakdown of investment mandates or stated manager-allocation preferences in the provided 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 6
  • PAULA TILLETT

    Executive Vice PresidentCRD 2096668

  • PATRICIA JOHNSON

    Executive DirectorCRD 259984

  • MATTHEW JOHNSON

    WholesalerCRD 6086903

Unlock 3 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