AS
AS

Aaron Michael Smith

34 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningTax PlanningInsurance PlanningBusiness OwnersCorporate Executives
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
356 advisors
Number of Clients
21,699 clients
Average Client Portfolio
$667K average
Assets Under Management
$14.5B

Fee Structure

Minimum Investment:$10K
Loading...

Location

893 N Countyline St, Fostoria, OH, 44830

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Aaron operates Financial Design as a DBA for his LPL business and is the owner of BMS Financial Design Agency of Ohio, an insurance agency. He also provides investment advisory services through Stratos Wealth Partners, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
February 2017 - Present · 9 yrs
LPL Financial LLC
October 1999 - Present · 26 yrs 4 mos
LPL Financial LLC
October 1998 - Present · 27 yrs 4 mos
LPL Financial LLCBroker
October 1998 - Present · 27 yrs 4 mos
Previous Registrations
Jefferson Pilot Securities CorporationBroker
December 1994 - November 1998 · 3 yrs 11 mos
Chubb Securities CorporationBroker
October 1991 - December 1994 · 3 yrs 2 mos
State Registrations7 states
FLINLANJOHORTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Michael Smith - Financial Advisor | TrueAdvisor