Career
Shannon Larson has been President of Ae Wealth Management since March 2026. Shannon Larson 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.
Shannon Larson has held senior leadership roles at Osaic, Eaton Vance, Cetera, LPL, and Fisher Investments.
- Ae Wealth Management, LLCCurrent– present · under a year, · Adviser representative · Firm CRD 282580
- Eaton Vance Management– · 1 yearBoston, MA · Adviser representative · Firm CRD 104859
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Kansas | Approved | 24 March 2026 |
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 14 December 2015 |
| Series 7 | General Securities Representative Examination | 12 February 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Shannon Marie Larson
- CRD
- 4298639
- Firm bio
- aewealthmanagement.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Shannon Larson work?
Shannon Larson has been President of Ae Wealth Management, LLC since March 2026, and is a control person of the firm.
Is Shannon Larson a financial advisor?
Yes. Shannon Larson has a current investment-adviser registration in Kansas, through Ae Wealth Management since March 2026.
How many years of experience does Shannon Larson have?
Shannon Larson has 16 years in the financial industry, since May 2010, across 2 adviser firms.
What exams has Shannon Larson passed?
Shannon Larson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2010. FINRA credited Shannon Larson with the SIE, which began in October 2018.
Where did Shannon Larson work before Ae Wealth Management?
Before Ae Wealth Management, Shannon Larson was registered through Eaton Vance Management, December 2015 to September 2017.