Succession Link Survey - AE Wealth Management

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Succession Link Survey

Thank you for agreeing to give us your input on Succession Link! Your thoughts and opinions give us valuable information about what’s working and what might need some tweaking to best fit your practice. The survey should take only five minutes to complete.

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Succession Link Survey:

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1. Have you set up your online profile for Succession Link?*
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- No
Why have you not set up your profile?*

2. Have you searched for any practices for sale in your area?*
- Yes
- No
Why have you not searched for any practices?*

3. Have you inquired on any practices for sale?*
- Yes
- No
A. How many practices have you inquired on?
B. Have you received any responses?*
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- No
Comments:

4. How would you describe your experience with using Succession Link?*

5. Is Succession Link convenient and easy to use?*
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- No
Comments:

Additional Comments:

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2950 SW McClure Rd., Suite B
Topeka, KS 66614

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©Copyright 2025 Advisors Excel

AE Wealth Management, LLC (AEWM) is an SEC Registered Investment Adviser located in Topeka, Kansas. This website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications and links. Accordingly, the publication of AEWM’s website on the internet should not be construed by any consumer and/or prospective client as a solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation. Any subsequent, direct communication by AEWM with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

AEWM does not make any representations or warranties as to the accuracy, timeliness, suitableness, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to AEWM’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security. Prior to engaging the services of a financial professional, all individuals should make their own evaluation of the firm’s services. 9/24 - 3791271

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