Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
4 years
Location
Red Feather Lakes, CO
AE Wealth Management, LLC
Enterprise
Daniel Saylor is a financial advisor with AE Wealth Management, LLC and holds a Series 66 designation. He has four years of industry experience and has previously worked with firms including Fidelity Brokerage Services LLC, New York Life Insurance Company, and MDRN Capital, LLC. He is also involved in insurance sales through MDRN Insurance LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, utilizing discretionary model portfolios and a combination of fundamental, technical, and cyclical investment strategies. The firm manages approximately $49.8 billion for over 127,000 clients across more than 400 advisors, emphasizing standardized model and platform services.
Based on AE Wealth Management, LLC
Based on AE Wealth Management, LLC
Fixed fees for financial planning and consulting vary by IAR and client agreement; no fees over $1,200 paid six or more months in advance
Negotiable up to 2.5% annually; fees above 2.0% require compliance approval
IARs may earn commissions from insurance product sales ranging from 1% to 9% plus bonuses and other incentives
Hourly fees for financial planning and consulting vary by IAR and client agreement
Account minimum: $10,000 Fee-only: Financial planning and consulting services offered on hourly and fixed fee basis; hourly fees and fixed fees vary by IAR and client agreement
Red Feather Lakes, CO
Red Feather Lakes CO
Advisors at this office
1
Colorado
4 years of industry experience
AE Wealth Management LLC
2026 - Present • 1 year
Topeka, KS
LeverageRx Insurance Services LLC
2026 - Present • 1 year
Omaha, NE
Leverage Planning
2026 - Present • 1 year
Red Feather Lakes, CO
unemployed
2026 - 2026 • 1 year
Red Feather Lakes, CO
MDRN Capital, LLC
2025 - 2026 • 1 year
Red Feather Lakes, CO
Unemployed
2024 - 2025 • 1 year
Red Feather Lakes, CO
Investment Advisor Representative
2022 - 2024 • 2 years
Greenwood Village, CO
Fidelity Brokerage Services LLC
2022 - 2024 • 2 years
Greenwood Village, CO
NYLife Securities LLC
2022 - 2022 • 1 year
Fort Collins, CO
New York Life Insurance Company
2021 - 2022 • 1 year
Fort Collins, CO
Unemployed
2020 - 2021 • 1 year
Windsor, CO
PrimeSource Staffing
2019 - 2020 • 1 year
Denver, CO
Unemployed
2019 - 2019 • 1 year
Golden, CO
East Daley Capital
2018 - 2019 • 1 year
Littleton, CO
Unemployed
2018 - 2018 • 1 year
Windsor, CO
Kelly Services
2017 - 2018 • 1 year
Denver, CO
Unemployed
2017 - 2017 • 1 year
Golden, CO
Military Cost Cutters
2017 - 2017 • 1 year
Des Moines, IA
Unemployed
2015 - 2016 • 1 year
Golden, CO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Red Feather Lakes, CO
Western Wealth Management LLC
Deana Lehman is a financial advisor with Western Wealth Management LLC, holding Series 63 and Series 66 credentials and 20 years of industry experience. She previously worked at LPL Financial, LLC, Northwestern Mutual Investment Management, and Brian R Cunningham. Western Wealth Management LLC serves a broad client base including individuals, charitable and corporate entities, and pension plan sponsors through comprehensive portfolio management, financial planning, and institutional investment management. The firm operates as a decentralized network of advisors, offering a range of investment strategies and access to multiple advisory programs.
Series 63, Series 66
Red Feather Lakes, CO
Raymond James Financial
Bruce Reed is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 designations and has 48 years of industry experience. He has been with Raymond James Financial Services since 2010. Outside of his advisory role, he is the owner of Reed Financial Services, a non-investment-related support company based in Las Cruces, NM. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, pension plans, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through an affiliated municipal advisor.
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