AR
CFP
AR
CFP

Aaron Robertson

16 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
833 advisors
Number of Clients
70,834 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$94.6B

Fee Structure

Loading...

Location

505 N Highway 169, Suite 900, Plymouth, MN, 55441

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 the owner of AMR Financial, LLC and a partner in Hawkins Insurance, Highland Investments (rental building), R&S Rentals, LLC (rental property), and Extra Base Hits, LLC (batting cage business). He is also a distributor for Advocare and the treasurer for Hawkeye Wrestling Club; all activities require minimal time.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Hawkins Wealth Management
October 2012 - July 2022 · 9 yrs 9 mos
LPL Financial LLCBroker
October 2012 - December 2017 · 5 yrs 2 mos
Sii Investments, INC.
November 2009 - October 2012 · 2 yrs 11 mos
Sii Investments, INC.Broker
July 2009 - October 2012 · 3 yrs 3 mos
State Registrations1 state
IA
Advisor
Exams
No exam information available for this advisor.