Fort Collins, CO Office

Team
Updated today

Client AUM

$49,276,912,013

Clients

127,213

Advisors

2

Of 455 advisors across 247 offices

Location

2900 S College Ave, Ste Unit # Lc

Fort Collins CO 80525

Advisors at this office

2

Advisors at this office

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Morgan G

Series 65

Fort Collins, CO

AE Wealth Management, LLC

Morgan Gray is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Ascend Asset Management and Aspire3D. Outside of his advisory role, Gray serves as secretary and fundraising committee member for Crossroads Safehouse, a nonprofit supporting victims of domestic violence. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services including model portfolio solutions, discretionary asset management, and financial planning, utilizing a platform-centered approach that combines in-house, third-party, and advisor-managed models.

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

CFP®, Series 63, Series 65

Fort Collins, CO

AE Wealth Management, LLC

Michael Gray is a CFP® professional with 27 years of industry experience. He is currently with AE Wealth Management, LLC and has held roles at Creativeone Wealth, Changepath, Ascend Asset Management, and Client One Securities. Outside of his advisory work, Gray volunteers as a pilot and secretary for Pilots for Christ, assisting with medical transportation. AE Wealth Management is an SEC-registered adviser serving a diverse client base, including individuals, retirement plans, trusts, charities, and businesses. The firm offers a platform-centered investment approach combining model portfolios, discretionary 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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