Topeka, KS SW Governor Place Office

Team
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AE Wealth Management, LLC

Enterprise

Firm-wide stats for AE Wealth Management, LLC

Total advisors

459

Across 253 offices

Clients per advisor

277 Very High

Avg AUM per client

$387,358 Typical

HNW client ratio

7% Low

About

AE Wealth Management provides fee‑based portfolio management, financial planning, and retirement‑plan consulting to a broad mix of clients including individual (both non‑HNW and high‑net‑worth) households, corporations, trusts, and ERISA plan sponsors. The firm operates model portfolio and direct asset management programs, offers 3(21) and 3(38) ERISA services, and supports third‑party RIAs through sub‑advisory and model‑licensing arrangements.

Investment decisions are implemented primarily through discretionary model portfolios managed by AEWM, third‑party Strategists, or advisor‑managed models, with methods of analysis that include fundamental, technical, and cyclical approaches and strategies such as direct indexing, tactical and strategic asset allocation, and limited options overlays. AEWM’s Investment Consulting Group provides regular reporting and commentary on model performance and holdings and delivers model trade signals to subscribers, while client accounts are reviewed at least annually and receive periodic performance reporting.

What is noteworthy about the firm is its scale and platform focus: it manages roughly $49.8 billion for about 127,213 clients across 444 advisors (roughly 280–290 clients per advisor), a client‑to‑advisor ratio that is high for firms of this size and implies reliance on standardized model and platform services. AEWM also operates an AE Investments program and a Strategic Sponsors revenue‑sharing arrangement and is affiliated with multiple broker‑dealer, insurance marketing, and related RIA entities (e.g., AEFS, MAS, Advisors Excel, AMSIS, VIP, and IPW), which expands product access and distribution but introduces additional conflicts that the firm discloses and manages.

Based on AE Wealth Management, LLC

Expertise

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Based on AE Wealth Management, LLC

Occupation focus

Self-Employed Founder/Business Owner

Based on AE Wealth Management, LLC

Location

626 SW Governor Place

Topeka KS 66606

Advisors at this office

7

Advisors at this office

user avatar

Joshua W

Series 65

Topeka, KS

AE Wealth Management, LLC

Joshua Wyatt is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. He holds a Series 65 credential and has worked at AE Wealth Management since 2019. Prior to his current role, he held positions at Blue Cross and Blue Shield of Kansas, Lewis Toyota Auto Group, and LiveWatch Security LLC. In addition to his advisory work, Wyatt is involved in insurance sales and services through Jones Advisory Group. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, utilizing a platform-centered approach that incorporates both internal and third-party investment models.

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

Christopher J

Series 65

Topeka, KS

AE Wealth Management, LLC

Christopher Jones is a financial advisor with AE Wealth Management, LLC in Topeka, KS, holding a Series 65 designation and 10 years of industry experience. He is also the founder of Jones Advisory Group, where he has been involved since 2008, and he operates Jones Stables. 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 utilizes discretionary model portfolios and various investment strategies, supporting a large client base through standardized model and platform services.

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

Jacob L

Series 65

Topeka, KS

AE Wealth Management, LLC

Jacob Lindstrom is a financial advisor at AE Wealth Management, LLC with a Series 65 designation and experience beginning in 2022. Prior to joining AE Wealth Management in 2025, he worked at Jones Advisory Group and Bob Schwarz Financial. He also has a background that includes roles at Kansas State University and Saia Construction. 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 combining model portfolio solutions, discretionary asset management, and financial planning services.

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

Cole G

Series 65

Topeka, KS

AE Wealth Management, LLC

Cole Gardner is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and four years of industry experience. He also serves as a financial advisor at Jones Advisory Group. 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 combining 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
user avatar

Scott T

Series 65

Topeka, KS

AE Wealth Management, LLC

Scott Taddiken is a Series 65 credentialed advisor with AE Wealth Management, LLC, where he has one year of experience. He also maintains a law practice as president and attorney of Stevens & Brand, LLP/Scott E Taddiken, P.A., which he has operated since 2005, and is involved in managing farmland through S Bar T, LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad range of clients including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, serving over 127,000 clients with a platform-based approach supported by discretionary model portfolios and systematic reporting.

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

Megan J

Series 65

Topeka, KS

AE Wealth Management, LLC

Megan Jones is a Series 65-registered financial advisor with AE Wealth Management, LLC, based in Topeka, KS. She has 16 years of industry experience and has been with AE Wealth Management for 10 years. In addition to her advisory roles, she is an author and serves on the Board of Directors at Blue Cross Blue Shield of Kansas. Jones is also involved with Washburn University as a Trustee and serves as Chair of the Investment Committee for the Washburn University Foundation Board. 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 emphasizes model portfolio and direct asset management programs with a focus on discretionary management using a mix of fundamental, technical, and cyclical strategies.

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

Jayden M

Series 65

Topeka, KS

AE Wealth Management, LLC

Jayden Madel is a financial advisor at AE Wealth Management, LLC, holding a Series 65 designation with less than one year of industry experience. Prior to joining AE Wealth Management, Jayden worked at Jones Advisory Group and Advisors Excel. Outside of advisory work, Jayden is involved in insurance sales and financial analysis. 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 combining model portfolio solutions, discretionary asset management, financial planning, and specialized plan 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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