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Amy Michelle Klotz

AE WEALTH MANAGEMENT, LLC·TOPEKA, Kansas
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2950 SW MCCLURE ROAD, TOPEKA, KS 66614CRD# 6929718Firm CRD# 282580
01

About

Amy Michelle Klotz is a registered financial advisor based in TOPEKA, Kansas, affiliated with AE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
AUM
$27.1B
Regulatory assets under management
Employees
578
Total firm employees
View all advisors at AE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6929718
Firm CRD# 282580
11 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Amy Michelle Klotz offer?
Amy Michelle Klotz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TOPEKA, Kansas for a consultation.
What are Amy Michelle Klotz's credentials?
Amy Michelle Klotz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Michelle Klotz located?
Amy Michelle Klotz is based in TOPEKA, Kansas, working with AE WEALTH MANAGEMENT, LLC. Their office serves clients in the TOPEKA metropolitan area and surrounding communities.
How does Amy Michelle Klotz charge for services?
Amy Michelle Klotz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AE WEALTH MANAGEMENT, LLC?
AE WEALTH MANAGEMENT, LLC has approximately 578 employees and manages $27.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in TOPEKA
Debra Ann Clayton — CLAYTON FINANCIAL SERVICES INCRandy Joe Clayton — CLAYTON FINANCIAL SERVICES INCJames Micheal Heeney — AE WEALTH MANAGEMENT, LLCTheresa Ann Muller — CARLSON & COMPANY FINANCIAL SERVICES, LLCM. Danyse Ford — CORNERSTONE ADVISORS, LLC
Nearby cities in Kansas
OVERLAND PARK (478)LEAWOOD (177)WICHITA (66)LENEXA (30)LAWRENCE (30)
City Guides
OVERLAND PARK GuideLEAWOOD GuideWICHITA GuideLENEXA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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