Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
833 advisors
Number of Clients
70,834 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$94.6B

Fee Structure

Loading...

Location

San Diego, CA

Get directions

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.

Learn about disclosures →
Other Business Activities

Aaron operates his LPL business under the DBA Wealth Enhancement Group. He also provides investment advisory services through Wealth Enhancement Advisory Services LLC, an independent RIA, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLC
September 2023 - Present · 2 yrs 5 mos
Wealth Enhancement Brokerage Services, LLCBroker
September 2023 - Present · 2 yrs 5 mos
Wealth Enhancement Advisory Services, LLC
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
LPL Financial LLCBroker
September 2023 - June 2025 · 1 yr 9 mos
Commonwealth Financial Network
July 2019 - June 2023 · 3 yrs 11 mos
Commonwealth Financial NetworkBroker
June 2019 - June 2023 · 4 yrs
Dunham & Associates Investment Counsel, INC.Broker
February 2019 - May 2019 · 3 mos
Select Capital CorporationBroker
July 2016 - February 2017 · 7 mos
Cetera Investment Services LLCBroker
May 2015 - June 2016 · 1 yr 1 mo
Cetera Financial Specialists LLCBroker
May 2015 - June 2016 · 1 yr 1 mo
Cetera Advisor Networks LLCBroker
May 2015 - June 2016 · 1 yr 1 mo
Cetera Advisors LLCBroker
May 2015 - June 2016 · 1 yr 1 mo
First Allied Securities, INC.Broker
March 2010 - June 2016 · 6 yrs 3 mos
Capital Brokerage CorporationBroker
September 2008 - July 2009 · 10 mos
Jackson National Life Distributors LLCBroker
March 2007 - December 2007 · 9 mos
Aig Sunamerica Capital Services, INC.Broker
December 2006 - December 2006 · 0 mos
Aig Sunamerica Capital Services, INC.Broker
April 2001 - November 2006 · 5 yrs 7 mos
State Registrations2 states
CAMN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.