AF
AF

Aaron Louis Funk

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3633 advisors
Number of Clients
293,703 clients
Average Client Portfolio
$885K average
Assets Under Management
$260.0B

Fee Structure

Fees for financial planning services are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

250 Nicollet Mall, SUITE 1700, 16th Floor, Minneapolis, MN, 55401

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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 sells property and casualty insurance through Farmers Insurance, dedicating about half his time to this activity. He also provides pro bono financial planning services, spending minimal time on this endeavor.

Employment History
Current Registrations
RBC Capital Markets, LLC
October 2004 - Present · 21 yrs 4 mos
RBC Capital Markets, LLC
February 2004 - Present · 22 yrs
RBC Capital Markets, LLCBroker
February 2004 - Present · 22 yrs
State Registrations2 states
MAMN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Louis Funk - Financial Advisor | TrueAdvisor