Gilbert, AZ W Vaughn Ave Office

Team
Updated today

Client AUM

$49,276,912,013

Clients

127,213

Advisors

2

Of 456 advisors across 248 offices

Location

51 W Vaughn Ave, Suite 303

Gilbert AZ 85233

Advisors at this office

2

Advisors at this office

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Joshua B

Series 65

Gilbert, AZ

AE Wealth Management, LLC

Joshua Blaker is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and 13 years of industry experience. He is also the founder of Accrue Wealth Designs and serves as a classroom instructor for financial education through the American Financial Education Alliance. Additionally, he is president and owner of J&M Blaker LLC. 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 programs supported by fundamental, technical, and cyclical investment analyses.

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

Series 65

Gilbert, AZ

AE Wealth Management, LLC

Colin Ruttinger is a financial advisor with AE Wealth Management, LLC in Gilbert, AZ, holding a Series 65 license and five years of industry experience. He has worked at AE Wealth Management since 2021 and concurrently operates Accrue Wealth Designs, where he has been involved in insurance sales and financial advising since 2017. Prior to that, he spent ten years with CMR Insurance Services, LLC. 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 emphasizes model portfolio and direct asset management programs, utilizing a range of investment strategies and managing nearly $50 billion in assets 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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