AP
AP

Aaron Plaskas

7 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

510 East Locust Street, Suite 200, Des Moines, IA, 50309

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History

Regulatory History (1)
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Criminal
February 1993
Final Disposition
Other Business ActivitiesSells Insurance

Aaron is an agent and co-owner of Inspired DSM, LLC, selling property and casualty insurance, dedicating about a quarter of his time. He is also an agent for Inspire Financial DSM, selling accident, health, and property & casualty insurance, as well as commission-based group benefits, dedicating about half his time.

Employment History
Current Registrations
Osaic Wealth, INC.
January 2025 - Present · 1 yr 1 mo
Osaic Wealth, INC.Broker
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Osaic Fa, INC.
June 2023 - January 2025 · 1 yr 7 mos
Osaic Fa, INC.Broker
June 2023 - January 2025 · 1 yr 7 mos
Park Avenue Securities LLC
September 2018 - June 2023 · 4 yrs 9 mos
Park Avenue Securities LLCBroker
March 2018 - June 2023 · 5 yrs 3 mos
State Registrations10 states
AZCOFLIAILMNNDOHTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Plaskas - Financial Advisor | TrueAdvisor