TrueAdvisor
TrueAdvisor
AK
AK

Aaron Kurasch

Wells Fargo Advisors
24 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3508 advisors
Number of Clients
401,726 clients
Average Client Portfolio
$491K average
Assets Under Management
$197.4B

Fee Structure

Financial Planning:Investment management only

Location

14624 N Scottsdale Rd, Ste 100, Scottsdale, AZ, 85254

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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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Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2024 - Present · 1 yr 8 mos
Wells Fargo Advisors
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
October 2009 - July 2024 · 14 yrs 9 mos
Ameriprise Financial Services, LLC
October 2009 - July 2024 · 14 yrs 9 mos
Ameriprise Advisor Services, INC.
May 2009 - October 2009 · 5 mos
Ameriprise Advisor Services, INC.Broker
May 2009 - October 2009 · 5 mos
Citigroup Global Markets INC.Broker
April 2004 - May 2009 · 5 yrs 1 mo
UBS Financial Services INC.Broker
May 2001 - April 2004 · 2 yrs 11 mos
State Registrations14 states
AZCAFLIDILINLANCNYOKORPATXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.