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Anthony M
Series 66
Westerville, OH
AE Wealth Management, LLC
Anthony Mampieri is a financial advisor at AE Wealth Management, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including LifePro Asset Management, Kestra Financial Services Inc., and Goldberg, Clouse and Edgell, LLC. Outside of AE Wealth Management, he is involved with Merit Advisors LLC, where he sells life insurance and fixed indexed annuities as a wealth strategist. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach featuring model portfolio solutions, discretionary asset management, financial planning, and plan services, with an internal Investment Consulting Group supporting reporting and portfolio construction.
Brett S
Series 65
Westerville, OH
AE Wealth Management, LLC
Brett Stahl is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at Peak Retirement Planning, Inc. Outside of his advisory role, Brett owns and operates Fitness Life, LLC, a yoga studio in Dublin, Ohio. 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 variety of services through a platform-centered approach that includes model portfolio solutions, discretionary asset management, and financial planning.
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