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Spencer D
Series 65
Lutz, FL
AE Wealth Management, LLC
Spencer Dix is a Series 65-licensed advisor with six years of industry experience, affiliated with AE Wealth Management, LLC. His work history includes roles at Summit Insurance Management, Summit Wealth Management Advisors, Costa Rica Land Capital Partners, and Baum Wealth Management. In addition to his advisory duties, he holds a vice president position in operations and associates producer at Baum Financial Services, where he is involved in insurance sales and services. 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 with fundamental, technical, and cyclical analysis methods, managing roughly $49.8 billion across more than 127,000 clients.
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