Aaron Petersan
Aaron Petersan is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lincoln, NE, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
8555 Executive Wood Drive, Suite 400, Lincoln, NE, 68512
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Regulatory History
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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Aaron is an independent contractor and business owner for both Aaron W Petersan, LLC and Focus Financial, LLC. He works as a financial advisor and branch manager, dedicating about half his time to each business.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
UBS Painewebber INC.Broker
State Registrations32 states
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