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Aaron Eichenbaum

12 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12488 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K
Financial Planning:Included in AUM fee
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Location

6500 SW Beaverton Hillsdale Hwy, Ste 1, Portland, OR, 97225-1400

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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 a tax preparation business and is employed by Eichenbaum Bateman Larkin CPAs LLC, dedicating about a third of his time to each. He also serves as Treasurer on the Board of Directors for Eichenbaum, spending minimal time on this investment-related activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2014 - Present · 11 yrs 8 mos
Ameriprise Financial Services, LLCBroker
November 2013 - Present · 12 yrs 3 mos
State Registrations3 states
NJORWA
AdvisorBroker
Exams
No exam information available for this advisor.
Aaron Eichenbaum - Financial Advisor | TrueAdvisor