Aaron Edmond Wooster

14 Years of Experience

Sells Insurance

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth

Corecap Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

107 advisors

Number of Clients

9,157 clients

Average Client Portfolio

$346K average

Assets Under Management

$3.2B

Fee Structure

Location

27777 Franklin Road, Suite 700, Southfield, MI, 48034

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.

Other Business ActivitiesSells Insurance

Aaron is a partner and independent agent at Jackson Kennedy, selling annuity, FIA, and life insurance products since 2013. This activity takes Aaron's full time, including during trading hours.

Employment History

Current Registrations

Corecap Advisors

January 2016 - Present · 10 yrs 1 mo

Previous Registrations

Caitlin John, LLC

June 2011 - February 2016 · 4 yrs 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.