Career
Amy Klotz has been Chief Financial Officer of Ae Wealth Management since March 2018. Amy Klotz is a control person of the firm and directly owns under 5% of it.
Ae Wealth Management, LLC is a Topeka, KS firm with $49.8B under management, 128,073 clients and 448 advisers across 315 offices, as of its August 2026 filing.
The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Credentials and registrations
Individual registration and examination information for Amy Klotz is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.
Officer record
- Full name
- Amy Klotz
- CRD
- 6929718
- Record basis
- Form ADV officer listing
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Amy Klotz work?
Amy Klotz has been Chief Financial Officer of Ae Wealth Management, LLC since March 2018, and is a control person of the firm.