0001668983-16-000005.txt : 20160825 0001668983-16-000005.hdr.sgml : 20160825 20160825125023 ACCESSION NUMBER: 0001668983-16-000005 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20160825 DATE AS OF CHANGE: 20160825 EFFECTIVENESS DATE: 20160825 FILER: COMPANY DATA: COMPANY CONFORMED NAME: AEI Net Lease Portfolio V DST CENTRAL INDEX KEY: 0001668983 IRS NUMBER: 816149703 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-258998 FILM NUMBER: 161850894 BUSINESS ADDRESS: STREET 1: 30 EAST 7TH STREET STREET 2: SUITE 1300 CITY: ST. PAUL STATE: MN ZIP: 55101 BUSINESS PHONE: 651-227-7333 MAIL ADDRESS: STREET 1: 30 EAST 7TH STREET STREET 2: SUITE 1300 CITY: ST. PAUL STATE: MN ZIP: 55101 D/A 1 primary_doc.xml X0707 D/A LIVE 0001668983 AEI Net Lease Portfolio V DST 30 EAST 7TH STREET SUITE 1300 ST. PAUL MN MINNESOTA 55101 651-227-7333 DELAWARE None None Other Statutory Trust true 2015 Robert P Johnson 30 E 7th Street Suite 1300 St. Paul MN MINNESOTA 55101 Executive Officer Director Patrick W Keene 30 E 7th Street Suite 1300 St. Paul MN MINNESOTA 55101 Executive Officer Depositor, LLC AEI Net Lease Portfolio V 30 E 7th Street Suite 1300 St. Paul MN MINNESOTA 55101 Promoter Advisors, Inc. AEI Trust 30 E 7th Street Suite 1300 St. Paul MN MINNESOTA 55101 Promoter Manager, LLC AEI Trust 30 E 7th Street Suite 1300 St. Paul MN MINNESOTA 55101 Promoter Commercial Decline to Disclose 06b true 0001668983-16-000004 2016-04-08 false true false 50000 FINRA Member Broker-Dealers None Payable to selling Broker-Dealers None 30 E 7th Street Suite 1300 St. Paul MN MINNESOTA 55101 All States false Concorde Investment Services, LLC 151604 None None 1120 E Long Lake Road Suite 207 Troy MI MICHIGAN 48085 All States false H.D. Vest Investment Services 13686 None None 6333 N State Highway 161 4th Floor Irving TX TEXAS 75038 All States false Kalos Financial, Inc 44337 None None 11525 Park Woods Circle Alpharetta GA GEORGIA 30005 All States false Ameritas Investment Corporation 14869 None None 1876 Waycross Road Cincinnati OH OHIO 45240 All States false Berthel Fisher and Company 13609 None None 701 Tama Street Building B Marion IA IOWA 52302 AL ALABAMA AK ALASKA AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA HI HAWAII ID IDAHO IL ILLINOIS IN INDIANA IA IOWA KS KANSAS KY KENTUCKY LA LOUISIANA ME MAINE MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MS MISSISSIPPI MO MISSOURI MT MONTANA NE NEBRASKA NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA ND NORTH DAKOTA OH OHIO OK OKLAHOMA OR OREGON PA PENNSYLVANIA RI RHODE ISLAND SC SOUTH CAROLINA SD SOUTH DAKOTA TN TENNESSEE TX TEXAS UT UTAH VT VERMONT VA VIRGINIA WA WASHINGTON WV WEST VIRGINIA WI WISCONSIN WY WYOMING false Cabot Lodge Securities, LLC 159712 None None 60 Broad Street 34th Floor New York NY NEW YORK 10004 All States false Capital Financial Services, Inc. 8408 None None 1 North Main Street Minot ND NORTH DAKOTA 58703 All States false EDI Financial 15699 None None 1431 Greenway Drive Suite 330 Irving TX TEXAS 75038 AL ALABAMA AK ALASKA AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA HI HAWAII ID IDAHO IL ILLINOIS IN INDIANA IA IOWA KS KANSAS KY KENTUCKY LA LOUISIANA ME MAINE MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MS MISSISSIPPI MO MISSOURI MT MONTANA NE NEBRASKA NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA ND NORTH DAKOTA OH OHIO OK OKLAHOMA OR OREGON PA PENNSYLVANIA RI RHODE ISLAND SC SOUTH CAROLINA SD SOUTH DAKOTA TN TENNESSEE TX TEXAS UT UTAH VT VERMONT VA VIRGINIA WA WASHINGTON WV WEST VIRGINIA WI WISCONSIN WY WYOMING false Lighthouse Capital Group 2299254 None None 200 S Los Robles Avenue Suite 210 Pasadena CA CALIFORNIA 91101 AZ ARIZONA CA CALIFORNIA CO COLORADO CT CONNECTICUT DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA HI HAWAII IL ILLINOIS IA IOWA KS KANSAS MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MO MISSOURI MT MONTANA NV NEVADA NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA ND NORTH DAKOTA OH OHIO OK OKLAHOMA OR OREGON PA PENNSYLVANIA RI RHODE ISLAND SC SOUTH CAROLINA TN TENNESSEE TX TEXAS VA VIRGINIA WA WASHINGTON WI WISCONSIN false Lincoln Financial Advisors Corporation 3978 None None 1300 South Clinton Fort Wayne IN INDIANA 46804 All States false Primex 29394 None None 45 Knollwood Road Suite 402 Elmsford NY NEW YORK 10523 All States false Triad Advisors, Inc. 25803 None None 5185 Peachtree Parkway Suite 280 Norcross GA GEORGIA 30092 All States false Whitehall-Parker Securities, Inc. 10608 None None 477 Pacific Avenue 2nd Floor San Francisco CA CALIFORNIA 94133 AZ ARIZONA CA CALIFORNIA NV NEVADA OR OREGON TX TEXAS false Advisory Group Equity Services, LTD 15427 None None 444 Washington Street Suite 407 Woburn MA MASSACHUSETTS 01801 AL ALABAMA AK ALASKA AZ ARIZONA CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA IL ILLINOIS IN INDIANA KS KANSAS KY KENTUCKY LA LOUISIANA ME MAINE MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MO MISSOURI MT MONTANA NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO NC NORTH CAROLINA OH OHIO OK OKLAHOMA PA PENNSYLVANIA RI RHODE ISLAND SC SOUTH CAROLINA TN TENNESSEE TX TEXAS UT UTAH VT VERMONT VA VIRGINIA WA WASHINGTON WV WEST VIRGINIA WI WISCONSIN WY WYOMING false Cambridge Investment Research Inc. 134139 None None 1776 Pleasant Plain Road Fairfiel IA IOWA 52556 AL ALABAMA AK ALASKA AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA HI HAWAII ID IDAHO IL ILLINOIS IN INDIANA IA IOWA KS KANSAS KY KENTUCKY LA LOUISIANA ME MAINE MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MS MISSISSIPPI MO MISSOURI MT MONTANA NE NEBRASKA NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA ND NORTH DAKOTA OH OHIO OK OKLAHOMA OR OREGON PA PENNSYLVANIA RI RHODE ISLAND SC SOUTH CAROLINA SD SOUTH DAKOTA TN TENNESSEE TX TEXAS UT UTAH VT VERMONT VA VIRGINIA WA WASHINGTON WV WEST VIRGINIA WI WISCONSIN false Colorado Financial Service Corporation 104343 None None 304 Inverness Way South Suite 355 Centennial CO COLORADO 80112 All States false IBN Financial Services, Inc 42360 None None 8035 Oswego Road Liverpool NY NEW YORK 13090 AZ ARIZONA CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE FL FLORIDA GA GEORGIA IL ILLINOIS KY KENTUCKY LA LOUISIANA MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA NH NEW HAMPSHIRE NJ NEW JERSEY NY NEW YORK NC NORTH CAROLINA OH OHIO OR OREGON PA PENNSYLVANIA RI RHODE ISLAND SC SOUTH CAROLINA TN TENNESSEE TX TEXAS VT VERMONT VA VIRGINIA WI WISCONSIN false Sigma Financial Corporation 14303 None None 300 Parkland Plaza Ann Arbor MI MICHIGAN 48103 All States false Wealthforge Securities, LLC 152550 None None 4776800 Paragon Place Suite 200 Richmond VA VIRGINIA 23230 All States false 24416000 19817000 4599000 false 0 1220800 true 0 23195200 true false AEI Net Lease Portfolio V DST RONA L NEWTSON RONA L NEWTSON AUTHORIZED SIGNATORY FOR ROBERT P JOHNSON PRESIDENT OF THE ISSUER'S MANAGER 2016-08-25