Cfa® Cfp®

Ben Sullivan, CFA®, CFP®, is the Chief Investment Officer at AE Wealth Management, LLC in Topeka, Kansas, where he is responsible for leading the firm's investment strategy, overseeing portfolio construction, and delivering advanced investment solutions to financial advisors and clients. In this role, he focuses on developing and managing core and satellite strategies, including equities, fixed income, and alternative asset classes, as well as spearheading initiatives in direct indexing and custom portfolio solutions for high-net-worth investors.

Ben has held senior positions at AE Wealth Management, including Vice President of Wealth Management and Director of Wealth, having joined the firm in 2017 after experience at a local accounting firm. His expertise spans comprehensive wealth management, investment selection, portfolio construction, and advising on tax-efficient strategies, with a career background featuring rapid growth in advisory assets and leadership in model portfolio development.

He holds a Bachelor's degree from York College and earned both the Chartered Financial Analyst (CFA®) and Certified Financial Planner™ (CFP®) credentials. Ben is recognized for his contributions in simplifying complex investment approaches, enhancing scalability and customization within model portfolios, and empowering advisors to serve diverse client needs through innovative investment consulting.