AL
CFP
AL
CFP

Aaron Longenecker

7 Years of Experience
1 DisclosureBrokerSells Insurance

Aaron Longenecker is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Peters, MO, with 7 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6483 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

4045 N St. Peters Pkwy, Suite 206, Saint Peters, MO, 63304

Get directions

History

Regulatory History (1)
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Customer Dispute
March 2025
Denied
Other Business ActivitiesSells Insurance

Aaron is a fixed life insurance agent since 2020, dedicating minimal time to this activity. He is also a partner at Klaravia, Inc. and an independent contractor for Mission Financial, LLC, working about half his time as a financial advisor.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2020 - Present · 6 yrs 2 mos
Raymond James Financial Services, INC.Broker
December 2019 - Present · 6 yrs 4 mos
Raymond James Financial Services, INC.
December 2019 - Present · 6 yrs 4 mos
Previous Registrations
Park Avenue Securities LLCBroker
March 2019 - December 2019 · 9 mos
State Registrations21 states
ALARCACOFLGAILINKSKYMAMIMNMONCNVSCTXVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Aaron Longenecker - Financial Advisor | TrueAdvisor