Cambridge Investment Research Advisors
43yrs
Top advisor by experience in Summerville
3yrs
Gary Knode
Financial advisor at AE Wealth Management
Gary Knode has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Summerville, South Carolina. After two years at Brookstone Wealth Advisors, Gary joined AE Wealth Management in 2025, a firm offering financial planning, investment management, and retirement plan consulting. AE Wealth Management reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 93 advisors with offices in Summerville, and one of 86 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office500 Oakbrook Ln Suite 101, Summerville, SC 29485
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$387,358
Advisors at the firm460
States licensed ?1 state
Services through AE Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Oct 2025 – nowAE Wealth Management, LLCCurrent firm
- Apr 2024 – Oct 2025Brookstone Wealth Advisors, LLCPreviously
Contact Gary
(866) 363-9595Firm headquarters in Topeka, KS. Ask for Gary. 500 Oakbrook Ln Suite 101Summerville, SC 29485Office · Get directions Facebook pageAE Wealth Management
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Questions to ask Gary
Tailored to Gary’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Gary
How do I contact Gary?
Call AE Wealth Management at (866) 363-9595 and ask for Gary Knode. Gary works from the Summerville, SC office.
How long has Gary been a financial advisor?
Gary has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Gary hold?
Series 65. Tap any license on this page to see what it allows.
Is Gary a fiduciary?
Gary is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gary paid?
AE Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Gary for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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