Advisors Excel expands services with launch of AE Wealth Management
An extension of the service model that saw Advisors Excel grow from $45 million in total production to more than $5 billion in just 11 years, AE Wealth Management is an SEC registered investment advisor firm offering a holistic and integrated platform where annuities, life insurance and securities are supported on one comprehensive platform. The new offering will help the company deliver an all-inclusive experience for the independent financial professionals supported by the company’s services.
Among those professionals is Megan Jones, who together with husband Chris Jones founded Jones Advisory Group (JAG) in Topeka. On Thursday, Advisors Excel will play host to more than 200 of Jones’ 350 clients as she officially announces her affiliation with AE Wealth Management.
AE Wealth Management is the most recent addition to the service commitment Advisors Excel brings not only to the financial professionals it works with, but to the families and individuals served by those professionals across the country. It also adds to the shared commitment company Co-Founders David Callanan, Cody Foster and Derek Thompson have to the Topeka community. Since establishing their business in 2005 with just three people, they’ve grown to employ more than 400, many of them from Topeka and Northeast Kansas. The addition of AE Wealth Management has resulted in the addition of 40 new team members so far in 2016.