Harrisburg, PA Office

Team
Updated today

Client AUM

$49,276,912,013

Clients

127,213

Advisors

3

Of 455 advisors across 247 offices

Location

4309 Linglestown Rd, Ste 109

Harrisburg PA 17112

Advisors at this office

3

Advisors at this office

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Stephen M

Series 63, Series 65

Harrisburg, PA

AE Wealth Management, LLC

Stephen Myers is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 designations and 23 years of industry experience. He has worked at several firms, including Reverent Asset Management, ProEquities, Inc., KCA Wealth Management, and 1847 Financial. Outside of his advisory roles, Myers is a co-founder of Reverent Asset Management, where he is involved in the sale of fixed life insurance, annuities, and long-term care products, and he also sells home and auto insurance to friends and family. 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 that combines model portfolio solutions, discretionary asset management, financial planning, and consulting services, supported by an internal Investment Consulting Group and programs licensing models to other RIAs.

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

Series 66

Harrisburg, PA

AE Wealth Management, LLC

Dylan Warfield is a Series 66-licensed financial advisor with six years of industry experience. He is currently associated with AE Wealth Management, LLC and Reverent Asset Management, LLC, where he also serves as co-founder involved in insurance sales. His prior experience includes roles at ProEquities Inc, KCA Wealth Management, LLC, and Basildon Financial, LLC. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining multiple model portfolios and discretionary management, supported by an internal Investment Consulting Group and programs licensing models to other RIAs.

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

Series 65

Harrisburg, PA

AE Wealth Management, LLC

Austin Albright is a financial advisor at AE Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior experience includes roles at Reverent Asset Management LLC, Solaris Health Holdings LLC, Select Medical, and the Center for Survey Research at Penn State Harrisburg. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, 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
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