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Aaron Mark Mckell

10 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
5,384 clients
Average Client Portfolio
$209K average
Assets Under Management
$1.1B

Fee Structure

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Location

7108 North Fresno Street, Suite 410, Fresno, CA, 93720

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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 provides term life insurance to clients of Veater Financial Group and dedicates minimal time to this. He also works full-time for both Veater Financial Group and Senior Strategies, Inc., which pays his salary.

Employment History
Current Registrations
Portside Wealth Group, LLC
November 2025 - Present · 3 mos
Previous Registrations
Osaic Wealth, INC.Broker
September 2023 - November 2025 · 2 yrs 2 mos
Osaic Wealth, INC.
September 2023 - November 2025 · 2 yrs 2 mos
Sagepoint Financial, INC.
November 2020 - September 2023 · 2 yrs 10 mos
Sagepoint Financial, INC.Broker
November 2020 - September 2023 · 2 yrs 10 mos
LPL Financial LLC
March 2015 - November 2020 · 5 yrs 8 mos
LPL Financial LLCBroker
February 2015 - November 2020 · 5 yrs 9 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.