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Aaron Jason Brandsfield

24 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

1000 73rd Street, Suite 19, West Des Moines, IA, 50265

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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 involved in several business activities, including insurance sales with Great American Insurance Company, serving as President and CEO of Brandsfield Financial Group LLC, and working as an accountant/tax preparer for Brandsfield Company II, LLC. He also dedicates nearly full-time hours to RGW Wealth Management, LLC as a financial advisor and marketing strategist.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 5 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 5 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
January 2004 - October 2019 · 15 yrs 9 mos
1st Global Capital CORP.Broker
October 2001 - October 2019 · 18 yrs
State Registrations15 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Jason Brandsfield - Financial Advisor | TrueAdvisor