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Joshua R

Series 66

Fort Wayne, IN

AE Wealth Management, LLC

Joshua Robinson is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Pepsi MidAmerica, Dollar General, and Coca-Cola. Outside of AE Wealth Management, he is also involved in insurance sales and services through Runestad Financial Services. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered investment approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

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

Series 63, Series 65

Fort Wayne, IN

AE Wealth Management, LLC

Wade Ritchie is a financial advisor at AE Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Great Lakes Legacy Group, LLC and operated as a sole proprietor. Ritchie is also involved in insurance sales through Runestad Financial Services, LTD. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses, offering services such as model portfolio solutions, discretionary asset management, financial planning, and plan services. The firm employs a platform-centered approach that combines internally managed models, third-party strategies, and advisor-tailored portfolios.

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

Series 63, Series 65

Fort Wayne, IN

AE Wealth Management, LLC

Richard Runestad is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at CoreCap Advisors and Financial Partners Federal Credit Union, and he has operated Runestad Financial since 2000, where he serves as president and is involved in insurance sales and services. 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 provides a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supporting a large client load across its 435 advisors.

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

Series 63, Series 65

Fort Wayne, IN

AE Wealth Management, LLC

Nathan Barger is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Corecap Advisors and Lincoln Financial Distributors. Outside of advisory work, he is involved in farming activities through R & C Farms. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-based approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

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