Mesa, AZ E Southern Ave Office

Team
Updated today

Client AUM

$49,276,912,013

Clients

127,213

Advisors

7

Of 455 advisors across 247 offices

Location

7205 E Southern Ave, Ste 106

Mesa AZ 85209

Advisors at this office

7

Advisors at this office

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Garrett N

Series 63, Series 65

Mesa, AZ

AE Wealth Management, LLC

Garrett Nash is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at AE Wealth Management since 2017 and is also associated with Ensign Wealth Management. In addition to advisory services, Nash is involved in life insurance and annuity sales as an associate advisor. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach that combines multiple model portfolio solutions and provides financial planning, plan services, and consulting support.

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

CFP®, Series 66

Mesa, AZ

AE Wealth Management, LLC

Brooks Gould is a CFP® with five years of industry experience, currently serving as a financial advisor at AE Wealth Management, LLC. His prior experience includes roles at The Vanguard Group and Money Management Resource Center. 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 employs a platform-focused approach, managing approximately $49.8 billion across more than 127,000 clients, utilizing discretionary model portfolios and multiple investment strategies.

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

Series 65

Mesa, AZ

AE Wealth Management, LLC

Ryan Jankowski is a financial advisor at AE Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2021. Prior to that, he was associated with Ensign Wealth Management and also has experience in the pharmaceutical sector with Farmacia Vida. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, managing approximately $49.8 billion for over 127,000 clients across its advisory team.

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

Series 65

Mesa, AZ

AE Wealth Management, LLC

Joel Cederlind is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and two years of industry experience. He has worked at AE Wealth Management since 2023 and previously held roles at Ensign Wealth Management, Banker's Life, and CACI Inc. Cederlind is also involved in insurance sales through Ensign Wealth Management. 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 uses a platform-centered approach combining model portfolios managed internally and by third parties, with advisors tailoring solutions under discretionary authority.

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

Series 65

Mesa, AZ

AE Wealth Management, LLC

Chad Ensign is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2017. He is also president of Ensign Wealth Management, Inc., and serves as chapter president and instructor for the American Financial Education Alliance, a nonprofit focused on public finance education. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered investment approach with 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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Jorge F

Series 65

Mesa, AZ

AE Wealth Management, LLC

Jorge Flores is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Ensign Wealth Management, Citi Bank, and Pharmaceutical Distributions SA. Flores is also involved in insurance sales and services through Ensign Wealth Management. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including 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.

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

Series 65

Mesa, AZ

AE Wealth Management, LLC

Diana Stultz Bianchi is a financial advisor at AE Wealth Management, LLC with two years of industry experience. She holds a Series 65 designation and has worked at several firms, including Ensign Wealth Management and Teton Wealth Group. Outside of her advisory role, she serves as Director of Client Relations at Ensign Wealth Management, where she is involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, 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
View complete list of advisors at this office
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