Believe in More.
We know that you want more from your advising business. Tell us what more means to you – and let us help you achieve it.
Business Out of the Box
We get it. You dream of building a financial advising practice that reflects your unique personality and outlook on life. And your first instinct is to think you have to do it all yourself, from marketing and meetings to technology and transitions. Who has time to do all of that?

That's where we come in.
When you work with AE Wealth Management, you get an experienced and knowledgeable team dedicated to helping you build your business. And you also have access to our full range of services and expertise:
Holistic Financial Planning
Backed by industry-leading technology, our platform makes it easy for you to make informed decisions in line with your clients’ risk tolerance and overall financial goals. You get:
Greater Visibility
- AE Wealth Management’s integrated technology platform includes investment management, financial planning and retirement planning, giving clients a 360° view of their finances.
- Innovative software helps you align your clients’ portfolios with their risk profile, providing a customized retirement plan with daily account recalibration.
- Integrated advisor dashboards and single-source login simplify client acquisition, account opening, trading, rebalancing and more.
One-Stop Solution
- Joining AEWM integrates your wealth management team with the Advisors Excel annuity and life teams you already trust to help you make holistic recommendations to clients.
- Learn about our all-encompassing platform and holistic approach toward financial planning with a variety of AEWM’s technology trainings and small groups.
Full Transparency
- Our Client Welcome Kit helps you explain the transition process and benefits of joining a new RIA to your clients. The InvestmentHQ mobile app helps your clients monitor their portfolio performance while staying connected with you.
Custom Money Management
Trustworthiness
- You’ll be supported by a team of CFAs, providing best-in-class investment solutions and ensuring you fulfill your fiduciary responsibilities.
- Our rigorously vetted, heavily monitored and well-respected money management platform helps your clients feel confident about retirement
Time-Tested Principles
- Our investment platform employs historically proven principles of successful investing: including active, passive and tactical investing as well as diversification and rebalancing.
Constant Due Diligence
- We do the heavy lifting for you, conducting extensive and exhaustive due diligence on all investment managers to identify those with a disciplined, transparent and repeatable process.
Technology & Software
Portable, Reliable Technology
- Give your clients easy access to all their accounts with web-based tools designed to provide the information they need – whenever and wherever they need it.
Goal-Focused Planning
- Offer a 360-degree view of each client’s financial picture with integrated investment management, financial planning and retirement planning services.
- Help clients make informed decisions aligned with their financial goals and risk tolerance with some of the industry’s most recognizable Financial Planning Software.
Strong Industry Partners
- Capitalize on our partnership with some of the top companies and leaders in the wealth management industry.
Strategic Support
Dedicated Account Team
- A highly knowledgeable and integrated transition team – spanning AUM, annuity and life – will develop a customized transition plan.
- Our compliance team helps manage the paperwork required to transition your business and meet your state’s regulatory requirements.
- Case design helps you maximize your time with clients by preparing fee analysis and presentations.
Hands-On Assistance
- AE Wealth Management works closely with you on every aspect of your transition, including research, document processing and training.
- Your AEWM transition consultant can help organize a client paperwork-signing event, with AEWM staff on hand to ensure your event is a success
- Our team provides operations and technology training for you and your associates before, during and after your transition.
Turnkey Transition Process
Fast Transition
- It takes an average of 60 to 90 days to transition to AE Wealth Management. Our efficiency allows you to focus on running your business.
- Once your client applications are signed, we help you and your staff open new accounts, submit transfers and enable cash management.
- Our service team carefully monitors the feedback we receive from transitioning advisors to help us continually improve turn times and handle any ongoing service issues.

You also get advice and support from experienced professionals who understand the challenges of growing a financial practice. We work closely with you to build the business you want — which may look totally different than any other financial advising business out there.
Best of all, we assist with all the stuff behind the scenes, to help free up your time to focus on what’s most important for the future of your business. Now that’s thinking outside the box.
Meet Your AE Wealth Management Team


Dane Brinker
VP of Wealth Management
Dane Brinker
As a director on Team Thornton, Dane specializes in the recruiting efforts of new advisors and assists with day-to-day operations for their practices. He has a deep understanding of marketing, sales and business operations, and shares time-tested ideas with some of the top advisors in the country. Dane provides dedicated, personalized service to all of the advisors with whom he works, allowing them to focus on growing their business.
Dane earned his bachelor’s degree in exercise science and pre-physical therapy from Kansas Wesleyan University. The major was a natural fit for Dane, who grew up running around outside playing whichever sport was in season. He maintains his love of the outdoors by golfing, fishing and hunting. Dane is happiest when he’s spending time with his wife, Jaci, and their dog, Hazel.

Alexis Burchett
VP of Wealth Management
Alexis Burchett
With nearly a decade of experience in the financial industry, Alexis provides excellent customer service to all of the advisors who partner with Team Stewart. Before joining AEWM, she worked as a personal banker for four years. She is currently studying for the Series 65 exam.
Alexis is a native of Topeka, Kansas, where she still lives with her daughter and spoiled Italian mastiff. When she’s not assisting advisors with growing their businesses, she loves to travel and spend time with friends and family.

Mike Ball
Director of Wealth
Mike Ball
Bio coming soon!

Emily Brighton
Relationship Manager
Emily Brighton
Emily’s exceptional attention to detail serves her well as a relationship manager for Team Stewart. She has demonstrated that quality at AEWM since 2018, when she joined the firm as an advisor service representative. In that role, she assisted advisors in all areas of their businesses, including cash management, forms processing and technology. The experience made her a natural fit for her new role, which allows her to build deeper relationships with the advisors with whom she works.
Emily is mom to two boys, Edwin and Louis. She describes herself as a “huge” Chiefs fan and a purveyor of useless trivia knowledge.

Dalton Minor
Relationship Manager
Dalton Minor
A former teacher, Dalton uses exceptional communications and people skills to provide first-rate Team Ignite service and assistance whenever clients have a need.
Dalton has passed his Series 65 securities exam and previously worked as an operations lead for AE Wealth Management’s Team Stewart/Ignite.
After growing up in the small town of Winchester, Kansas, Dalton attended Benedictine College, where he earned his bachelor’s degree. He worked as a high school business teacher before joining Advisors Excel.
Dalton now lives in Lawrence, Kansas, with his wife and son. In his free time, he enjoys exploring parks and trails with his family.
Our Strategic Relationships
Outsourced Chief Investment Officer
Sterling Capital Management LLC
Sterling Capital Management is an SEC registered investment adviser with $59 billion in assets under management as of June 30, 2020, and serves as our outsourced chief investment officer. Sterling strives to offer consistent, long-term investment performance and investment management support, due diligence on asset managers and in-depth research and analytical reporting.
Third-Party Custodians
TD Ameritrade Institutional
TD Ameritrade Institutional* is a leading provider of comprehensive brokerage and custody services to over 6,000 fee-based independent Registered Investment Advisors (RIAs) and their clients. Their collaborative approach and innovative technology solutions ensure that we spend less time navigating a one-size-fits-all solution and more time focused on exceeding your expectations.
Fidelity InstitutionalSM
Fidelity InstitutionalSM (FI) provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs),including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to more than $4 trillion as of 09/30/2020.
Fidelity InstitutionalSM("Fidelity") is an independent company, unaffiliated with AE Wealth Management. Fidelity is a service provider to AE Wealth Management, LLC. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by AE Wealth Management and does not guarantee, or assume any responsibility for, its content.
Fidelity is a registered trademark of FMR LLC. FI provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
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Technology Solution Providers
Ready to build the business you’ve always dreamed about?
It’s time to take that next step! Contact us if you’re someone who:
- Wants to nail your marketing and branding — but you’re not sure where to start
- Wishes for more time in your day to focus on the tasks that will take your business to the next level
- Desires to become a first-class financial advisor for your clients
To get started, simply fill out the form! We’ll take it from there.
Get Started:

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Our brochure shows you exactly what to expect from your dedicated AE Wealth Management team.
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