Aaron Pierce Sevigny

United Planners' Financial Services of America a Limited Partner

22 Years of Experience

3 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

United Planners' Financial Services of America a Limited Partner

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

531 advisors

Number of Clients

26,942 clients

Average Client Portfolio

$395K average

Assets Under Management

$10.6B

Fee Structure

Minimum Investment:$10K

Location

7333 E. Doubletree Ranch Road #120, Scottsdale, AZ, 85258-2023

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

July 2021

Settled

Customer Dispute

May 2021

Settled

Customer Dispute

January 2021

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Aaron is the President & CEO of Acadia Wealth Management LLC and owns Tenaron, LLC (real estate) and Tenarenta, LLC (boat rental). He also serves on the finance committee for Gulfshore Playhouse, a non-profit theater.

Employment History

Current Registrations

United Planners' Financial Services of America a Limited Partner

August 2006 - Present · 19 yrs 6 mos

United Planners' Financial Services of America a Limited PartnerBroker

August 2006 - Present · 19 yrs 6 mos

Previous Registrations

Financial Advisory Consultants, LLC

June 2006 - August 2006 · 2 mos

Triad Advisors, INC.Broker

August 2004 - August 2006 · 2 yrs

Mony Securities CorporationBroker

October 2003 - August 2004 · 10 mos

State Registrations34 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.