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RIA / WealthAdvisor22 years in industry

MICHAEL MCCOY KLEBBA

Advisor at AE WEALTH MANAGEMENT, LLC

Troy, MI

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Search this name across graphsid dfx:ria:e862c281-c703-fe1d-5124-158dddf00088

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 7, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: AE WEALTH MANAGEMENT, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 28, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Jun 28, 2004
First registration: Aug 7, 2009
Dual registered: no
IAPD individual key: 4803729

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
AE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Sep 28, 2021	n/a	yes	Troy, MI	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	Apr 25, 2011	Sep 20, 2021	no	Novi, MI	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Nov 13, 2009	Apr 5, 2011	no	TROY, MI\|ROYAL OAK, MI\|ROYAL OAK, MI\|DETROIT, MI\|TROY, MI\|W. BLOOMFIELD, MI\|TROY, MI\|CLAWSON, MI\|FARMINGTON HILLS, MI\|MADISON HGT, MI\|Birmingham, MI\|BINGHAM FARMS, MI\|BLOOMFIELD HILLS, MI\|TROY, MI\|SOUTHFIELD, MI\|BLOOMFIELD HILLS, MI\|TROY, MI\|BERKLEY, MI\|ROYAL OAK, MI\|ROYAL OAK, MI	Previous registration
NATCITY INVESTMENTS, INC.	n/a	Aug 7, 2009	Nov 13, 2009	no	SHELBY TWP, MI\|BLOOMFIELD HILLS, MI\|BLOOMFIELD HILLS, MI\|BINGHAM FARMS, MI\|TROY, MI\|SOUTHFIELD, MI\|WASHINGTON, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CHARLES SCHWAB & CO., INC.	AE WEALTH MANAGEMENT, LLC	Sep 20, 2021	Sep 28, 2021	8	Firm change	Ibd to ibd
PNC WEALTH MANAGEMENT	CHARLES SCHWAB & CO., INC.	Apr 5, 2011	Apr 25, 2011	20	Firm change	Other
NATCITY INVESTMENTS, INC.	PNC WEALTH MANAGEMENT	Nov 13, 2009	Nov 13, 2009	0	Bulk transfer	Other

Relationships

Registered with (4)

→ AE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Sep 28, 2021 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Apr 25, 2011 to Sep 20, 2021factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Nov 13, 2009 to Apr 5, 2011factForm ADV
→ NATCITY INVESTMENTS, INC.Registered adviserregistration: previous registration
Aug 7, 2009 to Nov 13, 2009factForm ADV

Dated events

No dated event names this entity yet.