AEI SECURITIES, INC.
Firm details
- Headquarters
- ST PAUL, Minnesota
- CRD number
- 6158
- Registered since
- November 19, 1971
- Website
- aeifunds.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Keith Petersen
Chief Financial OfficerCRD 6747299
Contacts
3 of 6PAULA TILLETT
Executive Vice PresidentCRD 2096668
PATRICIA JOHNSON
Executive DirectorCRD 259984
MATTHEW JOHNSON
WholesalerCRD 6086903
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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