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Drake T

Series 65

Commerce City, CO

AE Wealth Management, LLC

Drake Turner is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and two years of industry experience. He previously worked at Heartland Retirement Group, where he was a licensed insurance agent involved in life and health insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs a model portfolio and direct asset management approach, utilizing a range of strategies such as direct indexing and tactical asset allocation.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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