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Christopher Allen Graham

AE Wealth Management, LLC

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About Christopher Allen Graham

Christopher Graham is an investment advisor representative with AE Wealth Management, LLC. Christopher has been in the industry for over 17 years, with past experience at KCD Financial, Inc., AIG Financial Advisors, Inc., Hornor, Townsend & Kent, Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. Christopher holds Series 7, 65 and 66 securities licenses.

Firm Information

Christopher Graham is currently registered with AE Wealth Management, LLC. AE Wealth Management, LLC is a registered investment advisor headquartered in Topeka, Kansas. The firm has over 449 investment advisor representatives and manages over $27 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and individuals other than high-net-worth. AE Wealth Management offers a variety of financial planning services, including portfolio management, educational seminars, and selection of other advisors.
AE Wealth Management, LLC

2950 SW MCCLURE ROAD

TOPEKA, KS 66614

$27.08B

Assets Under Management

27

Total Clients

413

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Graham’s Registration & Firm History

AZ

01/08/2019 - Present

AE Wealth Management, LLC (Surprise AZ)

KS

06/08/2006 - 02/27/2007

KCD FINANCIAL, INC. (LEAWOOD KS)

KS

12/16/2005 - 06/01/2006

AIG FINANCIAL ADVISORS, INC. (OVERLAND PARK KS)

PA

03/05/2003 - 11/04/2005

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

MN

03/06/2002 - 02/18/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/06/2002 - 02/18/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 06/22/2008

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 04/05/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/05/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Allen Graham.
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