AT
CFP
AT
CFP

Aaron Jacob Tait

13 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
435 advisors
Number of Clients
32,200 clients
Average Client Portfolio
$439K average
Assets Under Management
$14.1B

Fee Structure

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Location

818 Washington Ave, Detroit Lakes, MN, 56501

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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 Activities

Aaron owns East 10 LLC, a storage/rental business, and a vacation rental property in Big Sky, MT. He is also a board member of the Lake Detroiters Association, helping to promote the protection and enhancement of Detroit Lake. These activities require minimal time.

Employment History
Current Registrations
&partners
February 2025 - Present · 1 yr
&partners
February 2025 - Present · 1 yr
&partnersBroker
February 2025 - Present · 1 yr
Previous Registrations
Edward Jones
October 2012 - March 2025 · 12 yrs 5 mos
Edward JonesBroker
September 2012 - March 2025 · 12 yrs 6 mos
State Registrations16 states
ALAZCACOFLIAIDILMNMTNDNVNYPATXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.