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Aaron Piatko

23 Years of Experience
1 DisclosureBroker

Aaron Piatko is a registered investment advisor at Ameriprise Financial Services, LLC, based in Marietta, OH, with 23 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12805 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

200 Putnum St, Ste 606, Marietta, OH, 45750

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History

Regulatory History (1)
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Regulatory
December 2001
Final
Other Business Activities

Aaron owns a single-family real estate property since 2012 and another business since 2014, dedicating minimal time to each. He is also the President of Piatko, dedicating minimal time to this role.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 2005 - Present · 21 yrs 2 mos
Ameriprise Financial Services, LLCBroker
February 2005 - Present · 21 yrs 2 mos
Previous Registrations
Ids Life Insurance CompanyBroker
February 2005 - July 2006 · 1 yr 5 mos
American Express Financial Advisors, INC.
August 2001 - October 2003 · 2 yrs 2 mos
American Express Financial Advisors INC.Broker
August 2001 - October 2003 · 2 yrs 2 mos
Ids Life Insurance CompanyBroker
August 2001 - October 2003 · 2 yrs 2 mos
State Registrations33 states
ARAZCACOFLGAHIIAIDILINKYLAMAMDMIMNMONCNJNMNVNYOHOKPASCTNTXUTVAWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Aaron Piatko - Financial Advisor | TrueAdvisor