AM
AM

Aaron Neil Michaelson

20 Years of Experience
Broker
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
Loading...

Location

250 Nicollet Mall, SUITE 2000, 16th Floor, Minneapolis, MN, 55401-1931

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
RBC Capital Markets, LLCBroker
March 2023 - Present · 2 yrs 11 mos
RBC Capital Markets, LLC
March 2023 - Present · 2 yrs 11 mos
RBC Capital Markets, LLC
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Raymond James & Associates, INC.
September 2022 - March 2023 · 6 mos
Raymond James & Associates, INC.Broker
September 2022 - March 2023 · 6 mos
Morgan Stanley
February 2014 - September 2022 · 8 yrs 7 mos
Morgan StanleyBroker
June 2009 - September 2022 · 13 yrs 3 mos
Citigroup Global Markets INC.Broker
September 2008 - June 2009 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2005 - September 2008 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2005 - September 2008 · 2 yrs 11 mos
Ids Life Insurance CompanyBroker
February 2005 - May 2005 · 3 mos
American Express Financial Advisors INC.Broker
February 2005 - May 2005 · 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Neil Michaelson - Financial Advisor | TrueAdvisor