Topeka, KS SW Topeka Blvd Office
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AE Wealth Management, LLC
Enterprise
Firm-wide stats for AE Wealth Management, LLC
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
Based on AE Wealth Management, LLC
Location
917 SW Topeka Blvd
Topeka KS 66612
Advisors at this office
3
Advisors at this office
Nicholas T
Series 65
Topeka, KS
AE Wealth Management, LLC
Nicholas Taylor is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at RetireWise Tax & Wealth Advisors and Kansas State University. Outside of his advisory role, he is involved in insurance and annuity sales through Miller Retirement Group, where he manages client relationships. 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 utilizes discretionary model portfolios and a range of investment strategies, serving over 127,000 clients with a platform-focused approach.
Joshua M
Series 65
Topeka, KS
AE Wealth Management, LLC
Joshua Miller is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2019. Prior to this, he was involved with Infinet Solutions and D & K Trucking, Inc. Miller also engages in insurance sales and services through his involvement with Miller Retirement Group. AE Wealth Management is an SEC-registered investment adviser serving a broad range of clients, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that integrates models managed internally, by third parties, and by advisor-managed strategies.
Nathaniel M
Series 65
Topeka, KS
AE Wealth Management, LLC
Nathaniel Miller is a Series 65-licensed financial advisor with AE Wealth Management, LLC in Topeka, KS, bringing 11 years of industry experience. He has been with AE Wealth Management since 2016 and owns the Miller Retirement Group, where he serves as an insurance producer focusing on life and annuity products. Additionally, he is involved in educational development through the Prepare Institute, creating college-style courses on retirement planning. 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, utilizing various investment strategies and maintaining a platform that supports a large number of clients through standardized services.
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