Bowling Green, KY Office

Team
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AE Wealth Management, LLC logo

AE Wealth Management, LLC

Enterprise

Firm-wide stats for AE Wealth Management, LLC

Total advisors

464

Across 253 offices

Clients per advisor

274 Very High

Avg AUM per client

$387,358 Typical

HNW client ratio

7% Low

About

AE Wealth Management provides fee‑based portfolio management, financial planning, and retirement‑plan consulting to a broad mix of clients including individual (both non‑HNW and high‑net‑worth) households, corporations, trusts, and ERISA plan sponsors. The firm operates model portfolio and direct asset management programs, offers 3(21) and 3(38) ERISA services, and supports third‑party RIAs through sub‑advisory and model‑licensing arrangements.

Investment decisions are implemented primarily through discretionary model portfolios managed by AEWM, third‑party Strategists, or advisor‑managed models, with methods of analysis that include fundamental, technical, and cyclical approaches and strategies such as direct indexing, tactical and strategic asset allocation, and limited options overlays. AEWM’s Investment Consulting Group provides regular reporting and commentary on model performance and holdings and delivers model trade signals to subscribers, while client accounts are reviewed at least annually and receive periodic performance reporting.

What is noteworthy about the firm is its scale and platform focus: it manages roughly $49.8 billion for about 127,213 clients across 444 advisors (roughly 280–290 clients per advisor), a client‑to‑advisor ratio that is high for firms of this size and implies reliance on standardized model and platform services. AEWM also operates an AE Investments program and a Strategic Sponsors revenue‑sharing arrangement and is affiliated with multiple broker‑dealer, insurance marketing, and related RIA entities (e.g., AEFS, MAS, Advisors Excel, AMSIS, VIP, and IPW), which expands product access and distribution but introduces additional conflicts that the firm discloses and manages.

Based on AE Wealth Management, LLC

Expertise

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Based on AE Wealth Management, LLC

Occupation focus

Self-Employed Founder/Business Owner

Based on AE Wealth Management, LLC

Location

627 Eastwood St, Ste A

Bowling Green KY 42103

Advisors at this office

3

Advisors at this office

user avatar

Caleb C

Series 65

Bowling Green, KY

AE Wealth Management, LLC

Caleb Costellow is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and experience in the financial services industry dating back to 2016. His work history includes roles at Southern Kentucky Financial Services, CareFree Insurance Services, Cardinal Integrated, Costellow Agency, and Cornerstone Senior Services. Outside of his advisory work, he manages Advantage National Marketing LLC, an insurance brokerage and sales business, as well as Costellow Agency LLC, a holding company. 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 utilizes a platform-centered approach that combines internally managed and third-party model portfolios, discretionary asset management, and financial planning services.

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

Series 65

Bowling Green, KY

AE Wealth Management, LLC

Elizabeth Borders is a financial advisor with AE Wealth Management, LLC, holding a Series 65 license and five years of industry experience. Prior to joining AE Wealth Management in 2024, she worked at Magnolia Wealth Management, LLC and has operated Elizabeth Cook LLC since 2021. Outside of her advisory role, she owns and manages a family farm and is involved in facilitating estate planning document 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 relies on discretionary model portfolios and offers services that include sub-advisory and model-licensing arrangements across a large-scale platform.

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

Wayburn C

ChFC®, Series 65, Series 63

Bowling Green, KY

AE Wealth Management, LLC

Wayburn Costellow is a financial advisor at AE Wealth Management, LLC with 17 years of industry experience. He holds the ChFC® designation and has worked at several firms, including Summit Tax Partners LLC and Magnolia Wealth Management LLC. Outside of his advisory roles, he teaches retirement planning courses through the Society for Lifelong Learning at Western Kentucky University and is involved with The Prepare Institute, a nonprofit educational organization. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and offers various investment strategies while managing approximately $49.8 billion for over 127,000 clients.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
View complete list of advisors at this office
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