Areas of Practice
Retirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
24630 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$1,000
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Location

21805 W Field Pkwy, Deer Park, IL, 60010

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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 serves as a trustee for the R. W. K. 2022 Trust, dedicating minimal time. He is also a board member and committee member for Hope Lutheran Church, focusing on property management and supporting the church's ministry, also requiring minimal time. Additionally, Aaron holds power of attorney for a child's account.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2016 - Present · 9 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2016 - Present · 9 yrs 9 mos
State Registrations25 states
AZCACOCTDCFLGAIAILINKYLAMAMINCNVNYOHPASCTNTXWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.