Dennis Kagel
Dennis Kagel is a ChFC-designated registered investment advisor at Ae Wealth Management, LLC, based in Normal, IL, with 36 years of industry experience. Dennis 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
321 Susan Dr, Ste A, Normal, IL, 61761
Get directionsHistory
Regulatory History (4)
Regulatory
January 2015Regulatory
August 2014Employment Separation After Allegations
June 2004Customer Dispute
September 2002Other Business ActivitiesSells Insurance
Dennis is the President/Owner/Representative of Dennis Kagel Financial Services, engaging in insurance sales and services since 1976. This takes nearly all of Dennis's time.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Horter Investment Management, LLC
Redhawk Wealth Advisors, INC.
Financial Network Investment CorporationBroker
Financial Network Investment Corporation
Money Dr.llc
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Eagle One Investment, LLC
Eagle One Investments, LLCBroker
American General Securities IncorporatedBroker
American General Securities Incorporated
Franklin Financial Services CorporationBroker
State Registrations1 state
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.