Common Contracts

4 similar Financial Planning and Consulting Agreement contracts

AE WEALTH MANAGEMENT, LLC FINANCIAL PLANNING AND CONSULTING AGREEMENT
Financial Planning and Consulting Agreement • November 16th, 2020 • Kansas

This Financial Planning and Consulting Agreement (“Agreement”) is entered into between and agreed to by the client identified on the signature page below ("Client") and AE Wealth Management, LLC (“AEWM”), a registered investment adviser located at 2950 SW McClure Rd., Suite B, Topeka, Kansas 66614. By executing this Agreement, Client retains AEWM to provide the services described in this Agreement.

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AE WEALTH MANAGEMENT, LLC FINANCIAL PLANNING AND CONSULTING AGREEMENT
Financial Planning and Consulting Agreement • July 2nd, 2020 • Kansas

This Financial Planning and Consulting Agreement (“Agreement”) is entered into between and agreed to by the client identified on the signature page below ("Client") and AE Wealth Management, LLC (“AEWM”), a registered investment adviser located at 2950 SW McClure Rd., Suite B, Topeka, Kansas 66614. By executing this Agreement, Client retains AEWM to provide the services described in this Agreement.

AE WEALTH MANAGEMENT, LLC FINANCIAL PLANNING AND CONSULTING AGREEMENT
Financial Planning and Consulting Agreement • May 12th, 2020 • Kansas

This Financial Planning and Consulting Agreement (“Agreement”) is entered into between and agreed to by the client identified on the signature page below ("Client") and AE Wealth Management, LLC (“AEWM”), a registered investment adviser located at 2950 SW McClure Rd., Suite B, Topeka, Kansas 66614. By executing this Agreement, Client retains AEWM to provide the services described in this Agreement.

AE WEALTH MANAGEMENT, LLC FINANCIAL PLANNING AND CONSULTING AGREEMENT
Financial Planning and Consulting Agreement • April 30th, 2020 • Kansas

This Financial Planning and Consulting Agreement (“Agreement”) is entered into between and agreed to by the client identified on the signature page below ("Client") and AE Wealth Management, LLC (“AEWM”), a registered investment adviser located at 2950 SW McClure Rd., Suite B, Topeka, Kansas 66614. By executing this Agreement, Client retains AEWM to provide the services described in this Agreement.

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