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Benjamin R

Series 65

Denham Springs, LA

AE Wealth Management, LLC

Benjamin Rushing is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and entering his second year in the industry. His prior experience includes roles at Presley Wealth Management, Stifel Nicolaus, and Clary Suba Neale. Before his advisory career, he worked for Geaux Clean. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, utilizing both discretionary model portfolios and advisor-managed models with various analytical approaches.

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

Series 65

Denham Springs, LA

AE Wealth Management, LLC

Matthew Kennedy is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 credential and has worked at Presley Wealth Management and Eqis Capital Management, Inc. in previous roles. Outside of his advisory work, he is involved as an insurance agent through The Presley Group, LLC, focusing on life, health, accident insurance, and annuity 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 manages portfolios primarily through discretionary model portfolios and offers various ERISA services, supporting both direct and third-party advisor clients with a strong emphasis on standardized model and platform solutions.

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

Series 65

Denham Springs, LA

AE Wealth Management, LLC

Christine Smith is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked with Presley Wealth Management and Eqis Capital Management. In addition to her advisory role, Smith owns and operates The Presley Group, an insurance agency specializing in life insurance and annuities. AE Wealth Management is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, trusts, nonprofits, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that integrates internal and third-party models with advisor-managed strategies.

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