AK
CFP
AK
CFP

Aaron Anthony Kohl

11 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

324 Grove Street, Worcester, MA, 01605

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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 works as a financial advisor at Archstone Financial and is an independent insurance agent, dedicating minimal time to the latter. He also serves as a director/treasurer for Emmaus City Church, teaches at Worcester State University a few hours per week, and is a secretary for GSG & Associates Financial Planning Inc.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 8 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
May 2015 - June 2021 · 6 yrs 1 mo
Voya Financial Advisors, INC.Broker
May 2015 - June 2021 · 6 yrs 1 mo
Ameriprise Financial Services, INC.Broker
August 2014 - May 2015 · 9 mos
State Registrations16 states
AZCOCTFLMAMEMINCNHNYOHRITNTXVTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.