Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lana? Claim Your ProfileLana Bayley Rhodes is an investment advisor representative associated with AE Wealth Management, LLC. Lana has been in the financial industry for 10 years. Lana has a Series 63 and Series 66 license. She is also licensed to sell securities in Kansas, California and various other states. Lana has previously worked with Madison Avenue Securities, LLC, Ameriprise Financial Services, Inc. and T. Rowe Price Investment Services, Inc. Her primary area of focus is Financial Planning. Lana Rhodes is associated with Ae Wealth Management, LLC, which is a registered investment adviser. Ae Wealth Management, LLC provides various advisory services including financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
07/10/2020 - Present
AE Wealth Management, LLC (TOPEKA KS)
KS
08/30/2016 - 11/12/2018
MADISON AVENUE SECURITIES, LLC (Topeka KS)
WA
02/18/2010 - 12/02/2014
AMERIPRISE FINANCIAL SERVICES, INC. (RENTON WA)
CO
07/11/2005 - 06/18/2008
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
MO
10/05/2004 - 01/26/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 02/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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