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Aaron Christian Thierry

24 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningDivorce PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3842 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

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Location

Clarkston, MI

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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 an agent at Core Financial Group, offering fixed insurance for a commission, and spends nearly full-time there. He also works as an advisory representative of a RIA at CIRA, spending most of his time trading.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
September 2021 - Present · 4 yrs 5 mos
Cambridge Investment Research, INC.Broker
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
On Investment Management CO
September 2015 - September 2021 · 6 yrs
The O.N. Equity Sales CompanyBroker
September 2015 - September 2021 · 6 yrs
Oneamerica Securities, INC.
September 2011 - October 2015 · 4 yrs 1 mo
Oneamerica Securities, INC.Broker
July 2011 - October 2015 · 4 yrs 3 mos
Hantz Financial Services, INC.
February 2011 - July 2011 · 5 mos
Hantz Financial Services, INC.Broker
May 2001 - July 2011 · 10 yrs 2 mos
State Registrations9 states
AZCOIDILINMIMSPATN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Christian Thierry - Financial Advisor | TrueAdvisor