Midvale, UT Office

Jason Tenney is a financial advisor at AE Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 65 credentials and has been with AE Wealth Management since 2020. Tenney also serves as Managing Director of Sales at KTS Financial Group, where he has worked since 2003, focusing on insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a broad client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, and financial planning services.

Kade Schoenrock is a financial advisor at AE Wealth Management, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2019. Prior to that, he was with Gradient Advisors, LLC from 2017 to 2019, and he is also involved with KTS Financial Group, where he engages in insurance sales and services. 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 combining internally managed models, third-party strategists, and advisor-managed portfolios, along with services such as financial planning, direct asset management, and ERISA plan support.