AW
AW

Aaron Lee Widiker

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3151 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Minimum Investment:$1K
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Location

703 Lakeland Drive Suite 2, Chippewa Falls, WI, 54729

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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 is a co-owner of Wolf Tree Wealth Management, LLC, and spends about 10% of his time there facilitating securities, advisory, and insurance business. He also sells fixed insurance and co-owns Johnny & June Holdings, LLC, a real estate holding company, dedicating about 10% and minimal time respectively to these activities.

Employment History
Current Registrations
Commonwealth Financial NetworkBroker
October 2023 - Present · 2 yrs 4 mos
Commonwealth Financial Network
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Edward Jones
March 2008 - October 2023 · 15 yrs 7 mos
Edward JonesBroker
February 2008 - October 2023 · 15 yrs 8 mos
State Registrations9 states
FLIAMIMNMSTNTXWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.