Aaron Lucero is a CFP, ChFC-designated registered investment advisor at Stifel Independent Advisors, LLC, based in St. Louis, MO, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 7,902 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stifel Independent Advisors offers investment management through various programs. Fees are generally based on a percentage of assets, but can be a fixed dollar amount. The Stifel Vantage Program charges transaction-based commissions. The Stifel Summit Program charges up to 1.00% of the total value of investments under management. Fees are negotiable.
Location
One Financial Plaza 501 North Broadway, St. Louis, MO, 63102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aaron is a managing member at Terra Firma Wealth Management, providing investment management and financial planning, dedicating full-time hours. He also serves as a co-trustee for Terra Firma 401K, a board member for Coupeville Historic Waterfront Association, a managing member for Three Strand Cord Holdings, LLC, and a softball coach for Coupeville School District, each requiring minimal time.
Employment History
Current Registrations
Stifel Independent Advisors, LLCBroker
Stifel Independent Advisors, LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Edward Jones
Edward JonesBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Scottrade, INC.Broker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.