Part 2B of Form ADV: Brochure Supplement
CAMERON CHRISTIAN CLAY
4099 William Penn Highway
Ste 401
Monroeville, PA 15146
800-491-7005
AE Wealth Management, LLC
2950 SW McClure Rd
Suite B
Topeka, KS 66614
866-363-9595
May 15, 2025
This brochure supplement provides information about Cameron Clay that supplements the AE Wealth Management, LLC brochure. You should have received a copy of that brochure. Please contact our compliance department at (866) 363-9595 if you did not receive AE Wealth Management, LLC¶s brochure or if you have any questions about the contents of this supplement.
Additional information about Cameron Clay is also available on the SEC¶s website at www.adviserinfo.sec.gov.
EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE Cameron Christian Clay
Year of birth: 1989
Education
Pennsylvania State University; Bachelors in Journalism
08/01/2006 - 05/01/2010
Business Experience
AE Wealth Management, LLC; Investment Adviser Representative 05/2025 - PRESENT
Alto Financial Group; Investment Advisor, Insurance Agent
08/2013 - PRESENT
Encompass More Asset Management LLC; Investment Advisor Representative 08/2022 - 05/2025
Appreciation Financial; Agent
09/2017 - 05/2025
Verity Asset Management; Investment Advisor Representative
05/2019 - 12/2022
DISCIPLINARY INFORMATION
Cameron Clay has no civil, criminal, administrative or regulatory events to report. Additional information regarding Cameron Clay's registration as an Investment Adviser Representative may be found by accessing the SEC¶s public disclosure website at https://www.adviserinfo.sec.gov.
OTHER BUSINESS ACTIVITIES
Cameron Clay is the Investment Advisor and Licensed Insurance Agent of Alto Financial Group. Cameron Clay offers life insurance and annuity products and may offer those products to persons that are also clients of AE Wealth Management. When they sell an insurance product, Cameron Clay receives a commission. This presents a conflict of interest because it creates an incentive to recommend investment products based on the compensation received, rather than on the needs of clients. AE Wealth Management addresses this potential conflict with disclosures and supervisory procedures, which require all investment advisory recommendations to be in the best interest of our clients. Clients are under no obligation to purchase any product or service and may do so through another insurance agent of their choosing.
Cameron Clay is also the Co-Founder of Cameron and Winter LLC, a ministry offering marriage, relationship, and parental coaching services to young adults and couples.
ADDITIONAL COMPENSATION
When acting in their separate capacity as noted above in Item 4 ³Other Business Activities,´ your IAR has the opportunity to receive additional compensation, consisting of cash bonus payments or reward trips based on aggregated sales of insurance products and overall assets under management during a specified period of time. These benefits are not a result of achieving sales quotas related to specific product lines. Your IAR may also receive additional compensation in the form of financial assistance from AEWM, or an affiliated entity, such as, but not limited to, transition bonuses, forgivable loans, or similar compensation to incentivize the IAR to associate or remain associated with AEWM or an affiliated entity. These instances of additional compensation present conflicts of interest, as they can incentivize your IAR to meet sales goals or maintain their relationship with AEWM. As a result, AEWM requires your IAR to disclose these conflicts, follow AEWM procedures and policies, and to only make advisory recommendations that are in your best interest. For additional information regarding your IAR¶s compensation, refer to AEWM¶s ADV Part 2A Firm Brochure and ADV Part 2A Appendix Wrap Fee Brochure at
aewealthmanagement.com.
SUPERVISION
AE Wealth Management and its investment adviser representatives provide investment advisory services in accordance with AE Wealth Management¶s Written Supervisory Procedures. Our Written Supervisory Procedures include provisions for systematic reviews of the investment recommendations made by our representatives and of the securities that are held in our clients¶ accounts. Our Chief Compliance Officer, Shawn Scholz, is primarily responsible for the implementation of our Written Supervisory Procedures and overseeing the activities of our investment adviser representatives. Clients may contact Shawn Scholz at 866-363-9595 or [email protected] with any questions regarding our supervision or compliance practices.
