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Aaron Michael Roberts

3 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
539 advisors
Number of Clients
25,632 clients
Average Client Portfolio
$449K average
Assets Under Management
$11.5B

Fee Structure

Minimum Investment:$5K
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Location

5900 O Street, Lincoln, NE, 68510

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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 Great Tux, a business providing tuxedo rentals/sales, DJ services, and officiant services for weddings and special events, since 2008. This non-investment related activity takes about a quarter of his time.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
February 2023 - Present · 3 yrs
Ameritas Investment Company, LLCBroker
October 2022 - Present · 3 yrs 4 mos
Ameritas Investment Company, LLC
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
June 2022 - October 2022 · 4 mos
State Registrations1 state
NE
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Michael Roberts - Financial Advisor | TrueAdvisor