Aaron Smaagaard is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Woodbury, MN, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
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Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
652 Bielenberg Drive Ste. 201, Woodbury, MN, 55125
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aaron operates under Clear Wealth Management and Clear Wealth Planning Solutions as DBAs for his LPL business. He also provides investment advisory services through Great Valley Advisor Group, Inc., dedicating full-time hours to this activity, and co-owns rental real estate properties, spending minimal time on them.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations15 states
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