AS
AS

Aaron Mathew Smith

28 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
425 advisors
Number of Clients
14,148 clients
Average Client Portfolio
$170K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
Loading...

Location

4135 NW Urbandale Dr, Urbandale, IA, 50322

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 coaches insurance agents, dedicating a few hours per week to this activity. He also owns Aaron M Smith Insurance Agency, selling various insurance products and spending about half his time on it, and is involved in real estate through 311 Myrtle, LLC and Crystal Properties, LLC.

Employment History
Current Registrations
Integrity Alliance, LLC
April 2024 - Present · 1 yr 10 mos
Integrity Alliance, LLC.
April 2024 - Present · 1 yr 10 mos
Integrity Alliance, LLC.Broker
April 2024 - Present · 1 yr 10 mos
Previous Registrations
State Farm Investment Management CORP.
June 2023 - January 2024 · 7 mos
State Farm Vp Management CORP.Broker
April 1998 - January 2024 · 25 yrs 9 mos
Dain Bosworth IncorporatedBroker
September 1992 - July 1993 · 10 mos
State Registrations5 states
IAMNNDNESD
AdvisorBrokerBoth
Exams
No exam information available for this advisor.