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Aaron Steven Herwig

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
120 advisors
Number of Clients
12,424 clients
Average Client Portfolio
$438K average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

8925 West Post Road, 2nd Floor, Las Vegas, NV, 89148

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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 involved with multiple investment advisory businesses, including V Wealth Advisors, LLC, V Wealth Management, LLC, WCG Wealth Advisors, LLC, and Gen4 Wealth Advisors. He dedicates a significant amount of time, including full-time hours, to these activities and also spends minimal time on non-variable insurance.

Employment History
Current Registrations
The Wealth Consulting Group
July 2023 - Present · 2 yrs 7 mos
LPL Financial LLC
November 2017 - Present · 8 yrs 3 mos
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 3 mos
Previous Registrations
LPL Financial LLC
January 2018 - October 2022 · 4 yrs 9 mos
V Wealth Advisors LLC
November 2017 - December 2023 · 6 yrs 1 mo
Waddell & Reed
March 2012 - November 2017 · 5 yrs 8 mos
Waddell & ReedBroker
March 2012 - November 2017 · 5 yrs 8 mos
Ameriprise Financial Services, INC.
October 2009 - March 2012 · 2 yrs 5 mos
Ameriprise Financial Services, INC.Broker
October 2009 - March 2012 · 2 yrs 5 mos
Ameriprise Advisor Services, INC.
October 2004 - October 2009 · 5 yrs
Ameriprise Advisor Services, INC.Broker
October 2004 - October 2009 · 5 yrs
Wachovia Securities, LLC
September 2001 - November 2004 · 3 yrs 2 mos
Wachovia Securities, LLCBroker
November 2000 - November 2004 · 4 yrs
State Registrations12 states
ARFLGAIAILKSMNMONMNVOKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Steven Herwig - Financial Advisor | TrueAdvisor