AV
AV

Aaron Michael Vanhorenbeck

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
467 advisors
Number of Clients
29,614 clients
Average Client Portfolio
$243K average
Assets Under Management
$7.2B

Fee Structure

Minimum Investment:$100K
Financial Planning:Charged separately
Minimum Annual Fee:$280
Loading...

Location

4301 Anchor Plaza Parkway, Suite # 450, Tampa, FL, 33634

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 ActivitiesSells Insurance

Aaron sells fixed insurance products as an agent since 2019, dedicating minimal time to this activity. He is also a partner at Vanhorenbek Financial Group, managing the day-to-day business and client relationships.

Employment History
Current Registrations
J. W. Cole Advisors, INC.
January 2018 - Present · 8 yrs 1 mo
J.W. Cole Financial, INC.Broker
September 2016 - Present · 9 yrs 5 mos
State Registrations14 states
ALAZCAFLGAMANCNVNYORSCTXUTVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.