AT
AT

Aaron Tank

10 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
94 advisors
Number of Clients
5,401 clients
Average Client Portfolio
$716K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
Loading...

Location

3925 Fountains Blvd Ne, Suite 200, Cedar Rapids, IA, 52411

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.

Learn about disclosures →
Other Business Activities

Aaron owns a catering business and coaches sports. He spends minimal time on catering and about a quarter of his time coaching, but only for three months out of the year.

Employment History
Current Registrations
Nations Financial Group, INC.
April 2018 - Present · 7 yrs 10 mos
Nations Financial Group, INC.Broker
April 2018 - Present · 7 yrs 10 mos
Previous Registrations
TD Ameritrade, INC.
February 2018 - April 2018 · 2 mos
TD Ameritrade Investment Management, LLC
February 2018 - April 2018 · 2 mos
TD Ameritrade, INC.Broker
February 2018 - April 2018 · 2 mos
Scottrade Investment Management
March 2017 - February 2018 · 11 mos
Scottrade, INC.Broker
June 2015 - February 2018 · 2 yrs 8 mos
State Registrations1 state
IA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Tank - Financial Advisor | TrueAdvisor