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Aaron James Martin

29 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

5700 Oakland Ave, Ste 400, St Louis, MO, 63110

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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.

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Other Business ActivitiesSells Insurance

Aaron is an agent/broker for Co-Op Insurance and R.F. Brokerage, selling fixed insurance. He also owns Malia Enterprises LLC, Maya Properties LLC, and Jambes LLC, is a member of Bass Edge, and serves on a client's irrevocable trust advisory committee.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 6 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 6 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
Securian Financial Services, INC.
October 2011 - August 2023 · 11 yrs 10 mos
Renaissance Financial Corporate Education LLC
April 2005 - May 2006 · 1 yr 1 mo
Securian Financial Services, INC.
October 2001 - August 2010 · 8 yrs 10 mos
Securian Financial Services, INC.Broker
October 1996 - August 2023 · 26 yrs 10 mos
State Registrations23 states
ALARAZCACOFLIAIDILKSKYMONCNDOHOKORSCSDTXUTVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.