Ae Financial Services, LLC

Overview

Ae Financial Services, LLC is a Broker Dealer based in Topeka, KS, formed in 2018 in Kansas. Its 89 registered representatives work across 19 branch offices in 10 states.

Registered reps

89

Branch offices

19

Formed

2018

Jurisdictions

52

Contact

1 phone number on file

Practice

Products and services

• Corporate Bonds
• Kiosk Activities - Bank
• Limited Partnerships Primary Distributions
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Options
• Private Placements
• Stock
• U.S Government Securities Broker
• Variable Life Insurance & Annuities

Executive officers 3 of 5

• David James Callanan Chief Executive Officer CRD 4237166
• Shawn Scholz President CRD 2891167
• Jolene Kay Gochenour Financial and Operations Principal, Principal Financial Officer, Principal Operations Officer CRD 6728358

2 more executive officers, with direct contact details

Registered reps 3 of 89

• Matthew P Allgeyer Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4434656
• Terry Mcintosh Anderson Insurance Agent · Registered Rep CRD 1063289
• Charles N Assey Insurance Agent · Registered Rep CRD 4086472

86 more registered reps, with emails, phones and branch locations

Location

Headquarters

2950 SW McClure Rd Ste B
Topeka, KS 66614

County

Shawnee

Metro area

Topeka, KS

Region

Midwest

Branch offices

19 in 10 states, including Cantonment, FL, Brighton, MI and Birmingham, AL

Registrations

• FINRA member, limited liability company formed in Kansas
• Registered in 52 jurisdictions
• Website: advisorsexcel.com

Every state, with registration dates

Similar firms near Topeka

• Security DistributorsTopeka, KS97 reps
• Ofg Financial Services, Inc.Topeka, KS55 reps
• Tandem Securities, Inc.Topeka, KS7 reps
• Creativeone Securities, LLCOverland Park, KS199 reps
• Msec, LLCOverland Park, KS117 reps