Monthly  Newsletter
 
 
 
Advisors Asset Management
 
 
Advisors Asset Management
 
Employees: 276
Founded: 1979
Website: www.aamlive.com
Location Count: 8
Phone: (719) 488-9956
Company Specialties: B2B/B2C
Main Industry Group: Financial Services
SIC Code: 6282
NAICS Code: 523930
Annual Revenue: 102000000
Company Type: Private

Company Overview: Advisors Asset Management (AAM) is an investment solutions partner for financial advisors and broker-dealers. AAM provides a diverse range of products and support services that enable advisors to meet their clients needs. It offers access to the fixed income markets as well as portfolio analytics unit investment trusts structured products separately managed accounts and mutual funds. In addition the firm offers highly specialized sales support services to advisors on an ongoing basis. AAM has 11 major offices across the nation and partners with more than 90 broker/dealers. AAM is a broker/dealer member FINRA/SIPC and SEC registered investment advisor.

 
 
 
 
 
 


Suppliers

 
 
Collaboration Opportunities:
 
Other Ensable members are currently tracking Advisors Asset Management. These members may have an existing relationship with the client and or a unique value they can bring to the table.

Ensable can reach out to a few of these members on your behalf to see if they would like to collaborate on this opportunity.

If you would like Ensable to introduce you to these members, click here: Introduce Me (one list credit will be used for the request).

 
 
 
 
 
 
 
Maps
 
 
Contacts


Maps
 

Contact: Boyd Welch
Title: 1st Vice President, Investments
Location: San Antonio TX
Email: BWelch@aamlive.com
Phone: (719) 488-9956

Contact: Tony White
Title: Vice President, Investments
Location: San Antonio TX
Email: TWhite@aamlive.com
Phone: (719) 488-9956

Contact: Robby Nolen
Title: Regional Director
Location: San Antonio TX
Email: RNolen@aamlive.com
Phone: (719) 488-9956

Contact: Daina Richard
Title: Director, Product Marketing
Location: Monument CO
Email: DRichard@aamlive.com
Phone: (719) 488-9956

Contact: Carr Stokes
Title: First Vice President, Investments
Location: San Antonio TX
Overview: 1st Vice President at Advisors Asset Management
Email: CStokes@aamlive.com
Phone: (719) 488-9956

Contact: Jennifer Rahaim
Title: Vice President, Advisor Consulting Group
Location: San Antonio TX
Overview: Vice President, Advisor Consulting Group at Advisors Asset Management. Inc.
Email: JRahaim@aamlive.com
Phone: (719) 488-9956

Contact: Jamie Garcia
Title: Director of Administrative Services
Location: San Antonio TX
Overview: Corporate event planner with series 7, 79 and 24 licenses. Specializing in client events I am familiar with all aspects of the compliance procedures both in house as well as through our client firms. I handle all creation of marketing pieces for all planned events.Specialties: Maintain relationships with various hotels, caterers, and transportation services.
Email: JGarcia@aamlive.com
Phone: (719) 488-9956

Contact: John Szalay
Title: Vice President, Investments
Location: San Antonio TX
Email: JSzalay@aamlive.com
Phone: (719) 488-9956

Contact: James Fletcher
Title: First Vice President-Advisors Asset Management
Location: San Antonio TX
Overview: First Vice President-Advisors Asset Management
Email: JFletcher@aamlive.com
Phone: (719) 488-9956

Contact: Micky Mitchell
Title: Executive Director at Advisors Asset Management, Inc
Location: San Antonio TX
Overview: Regional Sales Director at Advisors Asset Management, Inc.
Email: MMitchell@aamlive.com
Phone: (719) 488-9956

Contact: Jason Cfp®
Title: Vice President, Investments
Location: San Antonio TX
Overview: With over 15 years in the Financial Services Industry I help successful financial professionals with investment solutions utilizing Fixed Income, UITs, Mutual Funds, Separate Account Managers, and Structured Products.
Email: JRichard@aamlive.com
Phone: (719) 488-9956

Contact: Rick McSe
Title: Vice President Information Technology Infrastructure
Location: Monument CO
Email: Rick.Palermo@aamlive.com
Phone: (719) 488-9956

Contact: Joshua Colyer
Title: Vice President, Director of Asset Management
Location: San Antonio TX
Email: JColyer@aamlive.com
Phone: (719) 488-9956

Contact: Kenneth Girdy
Title: First Vice President Investments and Municipal Sales Trader
Location: San Antonio TX
Email: KGirdy@aamlive.com
Phone: (719) 488-9956

Contact: Andrew Goodenough
Title: Regional Vice President
Location: Nashville TN
Email: AGoodenough@aamlive.com
Phone: (719) 488-9956





Maps
 

Contact: Rick Palermo
Title: Vice President IT Infrastructure
Location: 28025 Interstate 10 West Boerne TX 78006
Email: rpalermo@aamlive.com
Phone: (210) 630-6335

Contact: Tim Jolly
Title: IT Help Desk Technician
Location: 28025 Interstate 10 West Boerne TX 78006
Email: tjolly@aamlive.com
Phone: (210) 630-6334

Contact: Leo Llamas
Title: Systems Administrator
Location: 28025 Interstate 10 West Boerne TX 78006
Email: lllamas@aamlive.com
Phone: (210) 630-6340

Contact: Rick McSe
Title: Vice President Information Technology Infrastructure
Location: Monument CO
Email: Rick.Palermo@aamlive.com
Phone: (719) 488-9956





Maps
 

Contact: Boyd Welch
Title: 1st Vice President, Investments
Location: San Antonio TX
Email: BWelch@aamlive.com
Phone: (719) 488-9956

Contact: Tony White
Title: Vice President, Investments
Location: San Antonio TX
Email: TWhite@aamlive.com
Phone: (719) 488-9956

Contact: Carr Stokes
Title: First Vice President, Investments
Location: San Antonio TX
Overview: 1st Vice President at Advisors Asset Management
Email: CStokes@aamlive.com
Phone: (719) 488-9956

Contact: John Szalay
Title: Vice President, Investments
Location: San Antonio TX
Email: JSzalay@aamlive.com
Phone: (719) 488-9956

Contact: Jason Cfp®
Title: Vice President, Investments
Location: San Antonio TX
Overview: With over 15 years in the Financial Services Industry I help successful financial professionals with investment solutions utilizing Fixed Income, UITs, Mutual Funds, Separate Account Managers, and Structured Products.
Email: JRichard@aamlive.com
Phone: (719) 488-9956

Contact: Paula Pollner
Title: Vice President Human Resources
Location: 18925 Base Camp Road Suite 203 Monument CO 80132
Email: ppollner@aamlive.com
Phone: (719) 488-6138

Contact: Joshua Colyer
Title: Vice President, Director of Asset Management
Location: San Antonio TX
Email: JColyer@aamlive.com
Phone: (719) 488-9956

Contact: Andrew Goodenough
Title: Regional Vice President
Location: Nashville TN
Email: AGoodenough@aamlive.com
Phone: (719) 488-9956





Maps
 

Contact: Daina Richard
Title: Director, Product Marketing
Location: Monument CO
Email: DRichard@aamlive.com
Phone: (719) 488-9956

Contact: Kaitlen Oleson
Title: Marketing Generalist
Location: San Antonio TX
Overview: Focused in promoting prodcuts to further sales and reputation.
Email: KOleson@aamlive.com
Phone: (719) 488-9956





Maps
 

Contact: Lauri Stokes
Title: Advisory Consultant
Location: San Antonio TX
Email: LStokes@aamlive.com
Phone: (719) 488-9956

Contact: Jennifer Rahaim
Title: Vice President, Advisor Consulting Group
Location: San Antonio TX
Overview: Vice President, Advisor Consulting Group at Advisors Asset Management. Inc.
Email: JRahaim@aamlive.com
Phone: (719) 488-9956

Contact: Brian Beyer
Title: Advisory Consultant
Location: San Antonio TX
Overview: Vice President at Advisors Asset Management
Email: BBeyer@aamlive.com
Phone: (719) 488-9956

Contact: Derek Ketel
Title: Divisional Sales Consultant
Location: San Antonio TX
Overview: Posses FINRA Licenses Series 3, 7, 24, 63, 65, 66, 79 and Texas Life Accident & Health Insurance Specialties: Financial Planning, Insurance, Alternative Investments, Exchange Traded Funds, UITs, SMAs, Mutual Funds Dual Citizen - U.S. & Australia
Email: DKetel@aamlive.com
Phone: (719) 488-9956

Contact: Jason Hugger
Title: Manager Salesforce Com Development
Location: San Antonio TX
Email: JHugger@aamlive.com
Phone: (719) 488-9956

Contact: Nick Williams
Title: Advisory Consultant
Location: San Antonio TX
Email: NWilliams@aamlive.com
Phone: (719) 488-9956

Contact: James Fletcher
Title: First Vice President-Advisors Asset Management
Location: San Antonio TX
Overview: First Vice President-Advisors Asset Management
Email: JFletcher@aamlive.com
Phone: (719) 488-9956

Contact: Micky Mitchell
Title: Executive Director at Advisors Asset Management, Inc
Location: San Antonio TX
Overview: Regional Sales Director at Advisors Asset Management, Inc.
Email: MMitchell@aamlive.com
Phone: (719) 488-9956

Contact: James Tietze
Title: Business Development Consultant
Location: San Antonio TX
Email: JTietze@aamlive.com
Phone: (719) 488-9956

Contact: Jamie Wisecarver
Title: Regional Advisory Consultant
Location: San Antonio Texas
Email: JWisecarver@aamlive.com
Phone: (719) 488-9956

Contact: Ryan Guerra
Title: Salesforce Administrator
Location: 28025 Interstate 10 West Boerne TX 78006
Email: rguerra@aamlive.com
Phone: (719) 488-9956

Contact: Ryan Marquard
Title: Regional Advisory Consultant
Location: San Antonio TX
Email: RMarquard@aamlive.com
Phone: (719) 488-9956

Contact: Kenneth Girdy
Title: First Vice President Investments and Municipal Sales Trader
Location: San Antonio TX
Email: KGirdy@aamlive.com
Phone: (719) 488-9956

Contact: John Ruebsahm
Title: Advisory Consultant
Location: San Antonio TX
Email: JRuebsahm@aamlive.com
Phone: (719) 488-9956

Contact: Angel Rodriguez
Title: Sales Associate
Location: Boerne TX
Email: ARodriguez@aamlive.com
Phone: (719) 488-9956





Maps
 

Contact: Tom Ballard
Title: Network Engineer
Location: 28025 Interstate 10 West Boerne TX 78006
Email: tballard@aamlive.com
Phone: (210) 630-6339

Contact: Jeremy Phoa
Title: Network Engineer
Location: 28025 Interstate 10 West Boerne TX 78006
Email: jphoa@aamlive.com
Phone: (210) 630-6337

Contact: Greg Thompson
Title: Telecommunications Engineer
Location: 28025 Interstate 10 West Boerne TX 78006
Email: gthompson@aamlive.com
Phone: (210) 630-6338





Maps
 

Contact: Chad Kozicki
Title: Salesforce Software Developer
Location: 18925 Base Camp Road Suite 203 Monument CO 80132
Overview: I am a Salesforce Software Developer at Advisors Asset Management, Inc. (www.aamlive.com) in San Antonio, working to do my best and be my best every day! I develop Visualforce pages, Apex triggers, batches, and am always looking to push myself and learn new things.
Email: ckozicki@aamlive.com
Phone: (719) 488-9956





Maps
 

Contact: Susan Delmer
Email: SDelmer@aamlive.com
Phone: (719) 488-9956

Contact: Robby Nolen
Title: Regional Director
Location: San Antonio TX
Email: RNolen@aamlive.com
Phone: (719) 488-9956

Contact: Jamie Garcia
Title: Director of Administrative Services
Location: San Antonio TX
Overview: Corporate event planner with series 7, 79 and 24 licenses. Specializing in client events I am familiar with all aspects of the compliance procedures both in house as well as through our client firms. I handle all creation of marketing pieces for all planned events.Specialties: Maintain relationships with various hotels, caterers, and transportation services.
Email: JGarcia@aamlive.com
Phone: (719) 488-9956

Contact: Tony Tarantino
Title: Lead Solutions Architect
Location: 28025 Interstate 10 West Boerne TX 78006
Email: ttarantino@aamlive.com
Phone: (210) 630-6336





Maps
 

Location: Monument CO
Email: JSteffey@aamlive.com
Phone: (719) 488-9956

Location: Monument CO
Email: MLandrum@aamlive.com
Phone: (719) 488-9956



 
 
 
 
 
 
Maps
 
 
Location Details


Maps
 

Advisors Asset Management
Address: 11325 N Community House Rd Suite 150 Charlotte, NC 28277
Local Population: 64300
Phone: (719) 488-9956
3.5 Earthquake on 04/13/1998




Maps
 

Advisors Asset Management
Address: 28025 Frontage Rd Boerne, TX 78006
Local Population: 31860
Phone: (719) 488-9956
3.9 Earthquake on 04/07/2008




Maps
 

Advisors Asset Management
Address: 7220 Trade St # 310 San Diego, CA 92121
Local Population: 4510
Phone: (719) 488-9956
5.45 Earthquake on 07/14/1986




Maps
 

Advisors Asset Management
Address: 2929 Allen Pkwy Houston, TX 77019
Local Population: 18690
Phone: (719) 488-9956
2.3 Earthquake on 04/07/1992




Maps
 

Advisors Asset Management
Address: 18925 Base Camp Rd #203 Monument, CO 80132
Local Population: 23390
Phone: (719) 488-9956
4 Earthquake on 12/26/1994




Maps
 

Advisors Asset Management
Address: 6307 Waterford Blvd # 200 Oklahoma City, OK 73118
Local Population: 11540
Phone: (719) 488-9956
5.8 Earthquake on 09/03/2016




Maps
 

Cornerstone Advisors Asset Management
Address: 74 W Broad St Bethlehem, PA 18018
Local Population: 27380
Phone: (719) 488-9956
4.6 Earthquake on 01/16/1994




Maps
 

Advisors Asset Management
Address: 88 Pine St Manhattan, NY 10005
Local Population: 8280
Phone: (719) 488-9956
3.6 Earthquake on 10/19/1985




Maps
 

Advisors Asset Management
Address: 5060 Pacific Hwy Ferndale, WA 98248
Local Population: 22600
Phone: (719) 488-9956
5 Earthquake on 04/14/1990


 
 
 
 
 
Jobs
 
 
Main Phone Number Details:
Phone Number: 7194889956

Port Date: 2018-02-21

DID Provider: PEERLESS NETWORK OF ILLINOIS - IL

Phone Type: LANDLINE

Caller ID: AAM

Phone Provider: CenturyLink (May not always reflect actual carrier)

Original Line Provider: Peerless Network

Second Line Provider: CenturyLink

Alternative Provider: Peerless Network

 
 
 
 
 
 
Technology
 
 
Technology Overview
Phone Carrier: PEERLESS NETWORK OF ILLINOIS - IL

Email Security: Proofpoint

Email Services: , Proofpoint

IT Security Services: Proofpoint

 
 
 
 
 
 
News
 
 
Advisors Asset Management News:
 
 
 
 
 
 
Jobs
 
 
Current Job Openings
 
 
 
 
 
 
Suppliers

 
 
Recent Sales Events:
 
  • 201812.02 (Company NewsAcquisition): An email (DKetel@aamlive.com) from Advisors Asset Management was recently found among data stolen from a security breach involving: Apollo, DataAndLeads, ElasticsearchSalesLeads, Exactis, NetProspex.
  • 201809.3 (IT Job Posting): Business Systems Analyst San Diego CA
  • 201808.28 (Company NewsContact Center): MailChimp recently experienced an outage (MailChimp is used by for their Email)
  • 201808.28 (Company NewsContact Center): MailChimp recently experienced an outage (MailChimp is used by for their Email)
  • 201808.28 (Company NewsContact Center): MailChimp recently experienced an outage (MailChimp is used by for their Email)
  • 201808.28 (Company NewsContact Center): MailChimp recently experienced an outage (MailChimp is used by for their Email)
  • 201808.28 (Company NewsContact Center): MailChimp recently experienced an outage (MailChimp is used by for their Email)
  • 201808.28 (Company NewsContact Center): MailChimp recently experienced an outage (MailChimp is used by for their Email)
  • 201808.28 (Company NewsContact Center): MailChimp recently experienced an outage (MailChimp is used by for their Email)
  • 201808.28 (Company NewsContact Center): MailChimp recently experienced an outage (MailChimp is used by for their Email)
  • 201808.28 (Company NewsContact Center): MailChimp recently experienced an outage (MailChimp is used by for their Email)
  • 201808.28 (Company NewsContact Center): MailChimp recently experienced an outage (MailChimp is used by for their Email)
  • 201808.28 (Company NewsContact Center): MailChimp recently experienced an outage (MailChimp is used by for their Email)
  • 201808.28 (Company NewsContact Center): MailChimp recently experienced an outage (MailChimp is used by for their Email)
  • 201808.28 (Company NewsContact Center): MailChimp recently experienced an outage (MailChimp is used by for their Email)
  • 201808.28 (Company NewsContact Center): MailChimp recently experienced an outage (MailChimp is used by for their Email)
  • 201808.28 (Company NewsContact Center): MailChimp recently experienced an outage (MailChimp is used by for their Email)
  • 201808.28 (Company NewsContact Center): MailChimp recently experienced an outage (MailChimp is used by for their Email)
  • 201808.28 (Company NewsContact Center): MailChimp recently experienced an outage (MailChimp is used by for their Email)
  • 201808.28 (Company NewsContact Center): MailChimp recently experienced an outage (MailChimp is used by for their Email)
  • 201808.28 (Company NewsContact Center): MailChimp recently experienced an outage (MailChimp is used by for their Email)
  • 201808.28 (Company NewsContact Center): MailChimp recently experienced an outage (MailChimp is used by for their Email)
  • 201808.28 (Company NewsContact Center): MailChimp recently experienced an outage (MailChimp is used by for their Email)
  • 201808.28 (Company NewsContact Center): MailChimp recently experienced an outage (MailChimp is used by for their Email)
  • 201808.28 (Company NewsContact Center): MailChimp recently experienced an outage (MailChimp is used by for their Email)