Donald Lueke
Donald Lueke is a CFP-designated registered investment advisor at Ae Wealth Management, LLC, based in Kansas City, MO, with 29 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 111,059 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AE Wealth Management charges a fee based on a percentage of your portfolio for both model portfolio solutions and direct asset management services. This fee is calculated monthly based on the average daily balance of your account and is billed at the end of the month. The specific fee is negotiable and can vary depending on factors such as the type of client, complexity, and the amount invested. The maximum annual fee is 2.5%. The fee includes a portion for AEWM and potentially a portion for the manager of the selected model portfolio. If you are a client of a Third-Party Registered Investment Advisor, they will determine whether AEWM's services are provided on a wrap fee or non-wrap fee basis.
Location
800 W 47th St, Ste 709, Kansas City, MO, 64112
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2017Customer Dispute
May 2005Other Business ActivitiesSells Insurance
Donald owns Heritage First, engaging in insurance sales (full-time) and precious metal sales (minimal time). He also provides legacy planning services (minimal time) and works as an instructor for educational workshops (a few hours per week).
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Atlantis Wealth Advisors LLC
Ibn Financial Services, INC.Broker
NFP Advisor Services, LLCBroker
NFP Advisor Services, LLC
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Sii Investments, INC.
Sii Investments, INC.Broker
MML Investors Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.