AS
AS

Aaron Lee Short

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
588 advisors
Number of Clients
43,706 clients
Average Client Portfolio
$773K average
Assets Under Management
$33.8B

Fee Structure

Minimum Investment:$50K
Financial Planning:Included in AUM fee
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Location

10142 Brooks School Rd. Ste. 198, Fishers, IN, 46037

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Aaron is an insurance agent selling life, health, disability, annuities, and long-term care insurance, dedicating a few hours per week to this activity. He also owns Geist Family Wealth, managing its day-to-day operations for about 10-20% of his time.

Employment History
Current Registrations
Cwm, LLC
February 2022 - Present · 4 yrs
Previous Registrations
Edward Jones
May 2016 - February 2022 · 5 yrs 9 mos
Edward JonesBroker
March 2016 - February 2022 · 5 yrs 11 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.