AE Wealth Management announced that industry veteran Shannon Larson has joined the firm as president, marking a key leadership addition as the company continues an ambitious expansion strategy.
The Topeka, Kansas-based registered investment advisor and turnkey asset management platform has added more than $21 billion in assets under management over the past two years, including more than $12 billion in organic and transition growth. Building on that momentum, AE Wealth has set a long-term target of reaching $250 billion in assets under management by 2035. The firm said Larson’s appointment will play a central role in maintaining its growth trajectory and advancing its broader strategic vision.
Larson brings more than 25 years of experience supporting independent financial professionals. She most recently served in executive leadership roles at Osaic, overseeing platform management, product development, distribution and marketing. During her tenure, she helped drive significant growth in assets under management and supported the scaling of the firm’s advisory platform, including guiding advisors as they transitioned from product-focused models to comprehensive wealth management practices.
Earlier in her career, Larson held leadership positions at Eaton Vance, Cetera Financial Group, LPL Financial and Fisher Investments, building a track record centered on helping independent advisors grow and scale their businesses.
Larson succeeds Chris Radford, who stepped away from the role in summer 2025 to be closer to his family.
Founded by David Callanan, AE Wealth Management provides institutional-level investment solutions, integrated technology, practice management resources, marketing support and planning tools to independent financial advisors nationwide.
KEY QUOTES:
“Shannon brings a strong mix of strategic vision and practical execution, with a clear focus on helping advisors grow, adapt, and serve clients more effectively. She’s a thoughtful listener who asks the right questions and understands how corporate decisions impact advisors’ day-to-day business.”
David Callanan, Founder and Chief Executive Officer, AE Wealth Management
“The core of my leadership philosophy is empowering independent advisors to better serve their clients and achieve meaningful outcomes. I’m excited to join the AE Wealth Management team and advisor community to support our mission of guiding families toward a successful retirement while helping advisors build lasting legacies.”
Shannon Larson, President, AE Wealth Management
