AB
CFP
AB
CFP

Aaron Mcmichael Briggs

15 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningSpecial Needs Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
203 advisors
Number of Clients
8,323 clients
Average Client Portfolio
$286K average
Assets Under Management
$2.4B

Fee Structure

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Location

3050 N. LakeHarbor Lane, Suite 210, Boise, ID, 83703

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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 limited partner in Lanbla, LLC, a real estate venture, spending minimal time on it. He also works as an insurance agent, dedicating about a quarter of his time to selling policies and receiving compensation.

Employment History
Current Registrations
The O.N. Equity Sales CompanyBroker
January 2017 - Present · 9 yrs 1 mo
On Investment Management CO
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2014 - November 2016 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2014 - November 2016 · 2 yrs 6 mos
Morgan Stanley
September 2011 - June 2014 · 2 yrs 9 mos
Morgan StanleyBroker
July 2011 - June 2014 · 2 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
November 2009 - May 2011 · 1 yr 6 mos
State Registrations23 states
AZCACOFLIDLAMAMIMTNCNJNMNVNYORPASCTXUTVAWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Mcmichael Briggs - Financial Advisor | TrueAdvisor