AS
AS

Aaron Edward Stewart

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningDivorce PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3842 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

Loading...

Location

390 South Woods Mill Rd., Ste. 100, Chesterfield, MO, 63017

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 →
Other Business ActivitiesSells Insurance

Aaron is a coach/business consultant, dedicating minimal time to this activity. He is also an independent insurance agent for various independent insurance agencies, which takes up more than full-time hours, and an advisory representative of a RIA, which takes about half of his time.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
August 2024 - Present · 1 yr 6 mos
Cambridge Investment Research, INC.Broker
August 2024 - Present · 1 yr 6 mos
Previous Registrations
On Investment Management CO
August 2012 - August 2024 · 12 yrs
The America Group Financial Advisory Services, LLC
February 2009 - August 2012 · 3 yrs 6 mos
The O.N. Equity Sales CompanyBroker
August 2007 - August 2024 · 17 yrs
Edward JonesBroker
April 2007 - August 2007 · 4 mos
State Registrations25 states
AKAZCACOGAIAILINKSLAMIMONENHNVOKPASCTNTXUTVAWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Edward Stewart - Financial Advisor | TrueAdvisor