TOPEKA, Kan. (WIBW) – Advisors Excel named a new AE Wealth Management president in Topeka, Kan.
AE Wealth Management announced on Thursday, Feb. 19, that industry veteran Shannon Larson has joined as president.
Advisors Excel officials said AE Wealth Management is coming off another period of growth, having added more than $21 billion in assets under management over the past two years, including more than $12 billion in organic and transition growth. Looking ahead, the firm has set a goal to reach $250 billion in assets under management by 2035. Larson’s appointment as president will be instrumental in sustaining this momentum and driving the firm’s long-term vision forward.
Officials said Larson brings more than 25 years of experience supporting independent financial professionals, most recently at Osaic, where she held executive leadership roles across platform management, product development, distribution, and marketing. During her tenure, Larson helped drive significant growth in the platform’s assets under management—mirroring the kind of trajectory AE Wealth aspires to—and played a key role in scaling the firm’s advisory platform, including guiding advisors as they transitioned from product-focused models to full wealth management practices. Prior to Osaic, she held leadership roles at Eaton Vance, Cetera Financial Group, LPL Financial and Fisher Investments in a distinguished career dedicated to helping independent advisors grow and scale their businesses.
“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,” said David Callanan, founder and Chief Executive Officer of AE Wealth Management. “She’s a thoughtful listener who asks the right questions and understands how corporate decisions impact advisors’ day-today business.”
Advisors Excel officials noted Larson’s experience makes her a natural fit for AE Wealth Management’s focus on serving independent advisors as they meet clients’ evolving financial needs, Callanan added. As the firm continues to expand its platform and support advisors at every stage of growth, AE Wealth is dedicated to helping advisors be successful business owners by supporting all aspects of their practice, and Larson’s approach and skillset are exactly what is needed to move that work forward.
“The core of my leadership philosophy is empowering independent advisors to better serve their clients and achieve meaningful outcomes,” Larson said. “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.”
Larson succeeds Chris Radford, who stepped away from the role in summer 2025 to be closer to his family.
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