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Amanda C

Series 65

Elgin, IL

AE Wealth Management, LLC

Amanda Czosek is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and bringing 10 years of industry experience. She also holds ownership roles in Guardian Wealth Advisory Group and Jager Financial Services. Amanda serves as a board member of the National Alliance on Student Loan Debt. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, and trusts. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical analysis to implement investment strategies.

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

Series 66

Elgin, IL

AE Wealth Management, LLC

Brian Sutherland is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Oxbow Financial, TSFG, LPL Financial, and Perdoceo Education Corporation. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolios, discretionary asset management, financial planning, and plan services, supported by an internal Investment Consulting Group and various licensing and sub-advisory programs.

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

Series 65

Elgin, IL

AE Wealth Management, LLC

Kevin Sanders is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and 12 years of industry experience. He is also the owner and sole proprietor of The Sanders Law Firm, where he provides legal services including real estate closing advice and estate planning. His prior work includes roles at Guardian Wealth Advisory Group and Sanders Financial Services Inc. AE Wealth Management offers 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 uses discretionary model portfolios and a variety of analytical methods to implement investment decisions, managing approximately $49.8 billion for over 127,000 clients.

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