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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.

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

Series 63, Series 66

Freeland, MI

AE Wealth Management, LLC

Luke Suminski is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining AE Wealth Management in 2023, he worked at Oppenheimer & Co and Thrivent Financial. Outside of his advisory role, he is involved in several community organizations, including serving as past president of Muth United FC, a sports promoting group, and holding leadership positions with Ascension St. Mary’s Foundation and 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 utilizes discretionary model portfolios and a variety of investment strategies, serving approximately 127,000 clients with a platform approach that emphasizes standardized models and broad product access.

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

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