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Curtis Austin Ilgenfritz

AE Wealth Management, LLC

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About Curtis Austin Ilgenfritz

Curtis Ilgenfritz is an investment advisor representative with AE Wealth Management, LLC and is based in York, Pennsylvania. Curtis Ilgenfritz is licensed in Pennsylvania. Curtis Ilgenfritz specializes in various areas including Portfolio Management for Businesses, Portfolio Management for Individuals, Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers and Publication of Periodicals. Curtis Ilgenfritz has been in the financial industry since 2018. Curtis Ilgenfritz's prior work experience includes roles at Ilgenfritz Financial Group, Target, Kroger, Chewy, and Jimmy Johns.

Firm Information

Curtis Ilgenfritz 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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Curtis Ilgenfritz’s Registration & Firm History

PA

12/12/2023 - Present

AE Wealth Management, LLC (York PA)

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Licenses & Designations

IA

Issued 11/09/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Curtis Austin Ilgenfritz.
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