Aaron Undseth
Aaron Undseth is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mill Creek, WA, with 21 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
15130 Main St, Suite 200, Mill Creek, WA, 98012
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aaron owns Undseth Financial Inc., which supports his RJFS practice. He spends about 10-20% of his time on this business, with a larger portion of his time during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations40 states
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