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 63, Series 65
Experience Industry experience
10 years
Location
Frederica, DE
AE Wealth Management, LLC
Enterprise
Jose Echeverri is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Swan Financial Group, Inc. as president and agent of an insurance agency since 2001. He also worked at Delaware State University from 2018 to 2022. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm utilizes a platform-centered approach combining model portfolios managed internally, by third parties, and by advisors, offering a range of services such as discretionary asset management, financial planning, and plan consulting.
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
Frederica, DE
Frederica DE
Advisors at this office
1
Delaware
10 years of industry experience
AE Wealth Management, LLC
2024 - Present • 2 years
Topeka, KS
Delaware State University
2018 - 2022 • 4 years
Dover, DE
Swan Financial Group, Inc.
2001 - Present • 25 years
Frederica, DE
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 65
Milford, DE
Atlantic Advisors, Inc.
Ronald Anthony is the principal advisor at Atlantic Advisors, Inc. in Milford, Delaware. He holds Series 63 and Series 65 licenses and has 31 years of experience with Atlantic Advisors, a firm he has been with since 1995. Atlantic Advisors is an independent, fee-based investment adviser specializing in retirement-focused portfolios for individual clients, primarily serving current and retired public school employees in Maryland, along with business owners and health care professionals. The firm manages portfolios in-house on a discretionary basis, emphasizing risk management and long-term objectives through low-cost mutual funds and sector diversification.
Series 65
Dover, DE
Big Investment Services
Daniel Venable is a Series 65-credentialed advisor with two years of industry experience. He is currently with Big Investment Services and previously worked at Boothe Investment Group, Inc. Outside of financial services, he has experience at Beracah Homes, Inc. and Enterprise Rent-A-Car. Big Investment Services provides discretionary investment management and comprehensive financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a tactical index investment approach using index mutual funds, ETFs, and select individual equities, and offers distinctive services such as a wrap-fee program and third-party securities class-action claim monitoring.
Series 65
Dover, DE
Big Investment Services
Anna Hibbitt is a Series 65 credentialed financial advisor at Big Investment Services with four years of industry experience. She previously held multiple roles at Boothe Investment Group, Inc. Outside of advising, she is a partner at Excel Bookkeeping, a nonprofit organization providing consulting, training, bookkeeping, and grant writing services. Big Investment Services offers discretionary investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $425 million and employs a tactical index investment approach that integrates fundamental, technical, and cyclical analysis to adjust portfolios within client risk tolerances.
Series 63, Series 65
Dover, DE
Big Investment Services
David Boothe is a financial advisor at Big Investment Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for nine years before joining Boothe Investment Group Inc. His outside business activity includes a partnership in DL FIVE LLC. Big Investment Services offers discretionary investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a tactical index investment approach and sponsors a wrap-fee program that combines advisory services with most transaction costs.
Series 65
Dover, DE
Big Investment Services
Rachel Benton is a financial advisor at Big Investment Services with a Series 65 designation and one year of industry experience. Her prior work includes roles at the State of Delaware and Postal Impact. Big Investment Services provides discretionary investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $425 million across about 617 client relationships and employs a tactical index investment approach that integrates index funds, ETFs, and select individual equities guided by multiple analytical methods.
ChFC®, Series 63, Series 65, Series 66
Dover, DE
Chapin, Davis
Robert Kaehler is a financial advisor with Chapin Davis, Inc. He holds the ChFC® designation and securities licenses Series 63, 65, and 66, and has 24 years of industry experience. His prior roles include positions at Avantax Investment Services, Hornor Townsend & Kent Inc, and J.P. Morgan, as well as serving in the U.S. Air Force for 24 years. He has also taught at Wilmington University and the University of Delaware. Chapin Davis provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement accounts, managing approximately $539 million in assets across several hundred client relationships. The firm employs a combination of fundamental and technical analysis and offers discretionary and advisory portfolio management through a multi-advisor team.
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