AR
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Aaron Theo Reyer

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

4510 Bath Pike, Suite 200, Bethlehem, PA, 18017-2466

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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 a partner in WTF Ventures, a board member for St. John's UCC, Moravian College, and Family Promise, and a VP and IAR at Renaissance Wealth Management LLC. He is also an independent licensed insurance agent, dedicating minimal time to insurance sales.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
November 2023 - Present · 2 yrs 3 mos
Renaissance Wealth Management, LLC
March 2016 - Present · 9 yrs 11 mos
Previous Registrations
Maryland Financial Group, INC.
April 2012 - April 2014 · 2 yrs
LPL Financial CorporationBroker
June 2010 - June 2010 · 0 mos
Strategic Wealth Advisors Group
September 2008 - April 2009 · 7 mos
Fsc Securities Corporation
June 2004 - July 2022 · 18 yrs 1 mo
Fsc Securities CorporationBroker
April 2004 - November 2023 · 19 yrs 7 mos
Legg Mason Wood Walker, IncorporatedBroker
March 2001 - March 2003 · 2 yrs
Fsc Securities CorporationBroker
August 2000 - February 2001 · 6 mos
Vanguard Marketing CorporationBroker
June 1999 - June 2000 · 1 yr
Fsc Securities CorporationBroker
February 1999 - May 1999 · 3 mos
State Registrations8 states
FLILMINCNHNJPASC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.