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Garrett M
Series 66
Freeland, MI
AE Wealth Management, LLC
Garrett Malmo is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining AE Wealth Management, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, Malmo serves as a League Director for Michigan Youth Basketball, overseeing youth basketball games and acting as a point of contact for coaches. 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 combining model portfolios, discretionary asset management, financial planning, and consulting services.
Luke S
Series 66, Series 63
Freeland, MI
AE Wealth Management, LLC
Luke Suminski is a financial advisor with AE Wealth Management, LLC, holding Series 66 and Series 63 registrations and possessing 11 years of industry experience. His prior roles include positions at Oppenheimer & Co and Thrivent Financial. Outside of his advising duties, he serves in several community roles, including as past president of Muth United FC, vice chairman of the Ascension St. Mary's Foundation, and a voting member of the Frankenmuth City Economic Development Company. 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 emphasizes model portfolio management supported by a broad platform and serves a large number of clients through standardized investment models and advisory services.
Nolan M
Series 65
Freeland, MI
AE Wealth Management, LLC
Nolan Mcintosh is a Series 65-licensed financial advisor with eight years of experience, currently affiliated with AE Wealth Management, LLC since 2019. He is also a partner at Focus Wealth Planning, LLC, where he provides legacy planning services. His prior work includes roles at Functional Advantage and Brokers Financial, as well as nearly a decade at Evergreen Physical Therapy. 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 model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that integrates internally managed, third-party, and advisor-managed models.
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