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Nicholas T

Series 65

Topeka, KS

AE Wealth Management, LLC

Nicholas Taylor is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at RetireWise Tax & Wealth Advisors and Kansas State University. Outside of his advisory role, he is involved in insurance and annuity sales through Miller Retirement Group, where he manages client relationships. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and trusts. The firm utilizes discretionary model portfolios and a range of investment strategies, serving over 127,000 clients with a platform-focused approach.

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

Series 65

Topeka, KS

AE Wealth Management, LLC

Joshua Miller is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2019. Prior to this, he was involved with Infinet Solutions and D & K Trucking, Inc. Miller also engages in insurance sales and services through his involvement with Miller Retirement Group. AE Wealth Management is an SEC-registered investment adviser serving a broad range of clients, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that integrates models managed internally, by third parties, and by advisor-managed strategies.

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

Series 65

Topeka, KS

AE Wealth Management, LLC

Nathaniel Miller is a Series 65-licensed financial advisor with AE Wealth Management, LLC in Topeka, KS, bringing 11 years of industry experience. He has been with AE Wealth Management since 2016 and owns the Miller Retirement Group, where he serves as an insurance producer focusing on life and annuity products. Additionally, he is involved in educational development through the Prepare Institute, creating college-style courses on retirement planning. 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 and direct asset management, utilizing various investment strategies and maintaining a platform that supports a large number of clients through standardized services.

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