Alpharetta, GA Rainwater Drive Office

Team
Updated today

Client AUM

$49,276,912,013

Clients

127,213

Advisors

5

Of 455 advisors across 247 offices

Location

11675 Rainwater Drive, Ste 600

Alpharetta GA 30009

Advisors at this office

5

Advisors at this office

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Ryan M

Series 66

Alpharetta, GA

AE Wealth Management, LLC

Ryan Meisemann is a financial advisor at AE Wealth Management, LLC with four years of industry experience and a Series 66 designation. His prior experience includes roles at Raymond James & Associates, Merrill Lynch, and Bank of America. Outside of advisory work, he is also involved in the hospitality industry as a bartender at Proper Hop Taphouse. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting services to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and multiple investment strategies, managing approximately $49.8 billion across more than 127,000 clients.

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

Series 65

Alpharetta, GA

AE Wealth Management, LLC

Matthew Stewart is a Series 65 licensed advisor at AE Wealth Management, LLC with two years of industry experience. He has previously worked at Brookstone Wealth Advisors, Hoffman Financial Group, and Three Bridges Wealth Management. 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 discretionary model portfolios and a range of investment strategies supported by regular performance reporting and operates on a large scale 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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Austin D

CFP®, Series 66

Alpharetta, GA

AE Wealth Management, LLC

Austin Downum is a CFP® with four years of industry experience, currently affiliated with AE Wealth Management, LLC. He has previously worked at several firms, including Three Bridges Wealth Management and Incompass Financial Partner, LLC. Downum is also involved with Three Bridges Financial Group, where he advises clients on personal finance and insurance-related matters. 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 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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Colin F

Series 65

Alpharetta, GA

AE Wealth Management, LLC

Colin Fitzpatrick is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and two years of industry experience. He has worked at multiple firms, including Brookstone Wealth Advisors, Hoffman Financial Group, and Three Bridges Wealth Management. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, utilizing a variety of investment strategies and serves over 127,000 clients through 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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Thomas G

Series 65

Alpharetta, GA

AE Wealth Management, LLC

Thomas Gandolfi Jr. is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and 11 years of industry experience. He has held positions at multiple firms including Three Bridges Financial Group, where he serves as president and owner, in addition to his advisory roles. Gandolfi is also an author and a classroom instructor for financial planning through the American Financial Education Alliance. 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 discretionary model portfolios and a variety of investment strategies, managing assets on a large scale primarily through standardized model and platform services.

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