TrueAdvisor
TrueAdvisor
AS
AS

Aaron C Stasulis

Infinity Financial Services Advisory
27 Years of Experience
6 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Infinity Financial Services Advisory
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
667 clients
Average Client Portfolio
$225K average
Assets Under Management
$150.1M

Fee Structure

Location

212 9th Street, Suite 202, Oakland, CA, 94607

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
November 2021
Judgment / Lien
December 2018
Employment Separation After Allegations
October 2018
Judgment / Lien
August 2018
Judgment / Lien
June 2018
Judgment / Lien
April 2018
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Aaron is self-employed in an insurance-related activity since 1997, dedicating minimal time to it. This activity is not investment-related.

Employment History
Current Registrations
Infinity Financial Services Advisory
June 2020 - Present · 5 yrs 8 mos
Infinity Financial ServicesBroker
May 2019 - Present · 6 yrs 9 mos
Previous Registrations
Infinity Financial ServicesBroker
March 2019 - May 2019 · 2 mos
United Planners' Financial Services of America a Limited Partner
January 2008 - October 2018 · 10 yrs 9 mos
United Planners' Financial Services of America a Limited PartnerBroker
January 2008 - October 2018 · 10 yrs 9 mos
Uvest Financial Services Group, INC.Broker
May 2007 - January 2008 · 8 mos
Horace Mann Investors INCBroker
December 1997 - May 2007 · 9 yrs 5 mos
State Registrations2 states
MDME
AdvisorBrokerBoth
Exams
No exam information available for this advisor.