AC
AC

Aisling Marie-Patricia Carroll-Transom

9 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
833 advisors
Number of Clients
70,834 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$94.6B

Fee Structure

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Location

505 N Highway 169, Suite 900, Plymouth, MN, 55441

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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 Activities

Aisling is the founder of Morpheus NYC LLC, a consulting company, since April 2024. She spends minimal time on this non-investment related activity.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Mariner Wealth Advisors
March 2017 - February 2024 · 6 yrs 11 mos
Firstpoint Financial, LLC
May 2015 - March 2017 · 1 yr 10 mos
Firstpoint Financial, LLC
May 2015 - January 2016 · 8 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.