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John M
Series 65
Mansfield, TX
AE Wealth Management, LLC
John Mints Sr. is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked previously at Triumph Wealth Advisors, Inc. and Regal Investment Advisors. Outside of his advisory work, he serves as a committee member at the Mansfield Food Bank, where he speaks at events and contributes as a donor. AE Wealth Management is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and consulting through a platform that integrates multiple model managers and supports advisor customization.
Jeremy P
Series 65
Mansfield, TX
AE Wealth Management, LLC
Jeremy Pillow is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and has worked at firms including Triumph Wealth Advisors, Inc. and Biltmore Financial Services, where he also assists in selling annuities and life insurance. Prior to his advisory career, he worked in education with Arlington ISD and Plano ISD. 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 uses a model portfolio and direct asset management approach with discretionary models supported by fundamental, technical, and cyclical analysis.
Tammy H
Series 65
Mansfield, TX
AE Wealth Management, LLC
Tammy Holt is a financial advisor at AE Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Biltmore Financial Services and in educational roles with Arlington and Fort Worth Independent School Districts. 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 combination of fundamental, technical, and cyclical investment strategies, managing approximately $49.8 billion for over 127,000 clients.
Bryan L
Series 66
Mansfield, TX
AE Wealth Management, LLC
Bryan Leake is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at The Keever Group and Ameriprise Financial Services, Inc. for 16 years and has held roles at Wellspring Associates and HighTower Advisors. Leake is also involved with Biltmore Financial Services as a paraplanner, assisting in financial and retirement planning. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, and businesses. The firm offers model portfolio solutions, discretionary asset management, and financial planning through a platform that integrates both internal and third-party managed models.
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