AH
AH

Aaron Kirk Hevle

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
3,109 clients
Average Client Portfolio
$276K average
Assets Under Management
$858.5M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

1800 West Loop South, Unit 1700, Houston, TX, 77027

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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 selling fixed life insurance and fixed annuity products, also receiving trails and overrides. He is also the Director of Finance at Exponent Prosperity Accelerator Advisers LLC, where he dedicates about half his time to financial statement preparation, transition planning, and business valuation services.

Employment History
Current Registrations
World Equity Group, INC.Broker
February 2025 - Present · 1 yr
World Equity Group, INC.
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Cadaret, Grant & CO., INC.Broker
January 2023 - April 2024 · 1 yr 3 mos
Next Financial Group, INC.
March 2021 - April 2024 · 3 yrs 1 mo
Next Financial Group, INC.Broker
November 2019 - April 2024 · 4 yrs 5 mos
MML Investors Services, LLCBroker
March 2017 - April 2019 · 2 yrs 1 mo
New England SecuritiesBroker
September 2012 - January 2015 · 2 yrs 4 mos
Msi Financial Services, INC.Broker
June 2011 - March 2017 · 5 yrs 9 mos
D.B. Frank Investments, INC.Broker
August 2002 - March 2010 · 7 yrs 7 mos
Digital Securities, INC.Broker
November 2001 - August 2002 · 9 mos
Fimi Securities, INC.Broker
July 1998 - January 2001 · 2 yrs 6 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.