AW
AW

Aaron David Windhorst

8 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
153 advisors
Number of Clients
23,131 clients
Average Client Portfolio
$276K average
Assets Under Management
$6.4B

Fee Structure

Minimum Investment:$5K
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Location

1213 Hylton Heights Road Suite 109, Manhattan, KS, 66502

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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 ActivitiesSells Insurance

Aaron is involved in several investment-related activities, including V Wealth Management, V Wealth Advisors LLC, WCG Wealth Advisors LLC, and Konza Wealth Advisors, dedicating a significant amount of time to these endeavors. Aaron also works as an insurance advisor for Stewart Financial, LLC, focusing on non-variable insurance, which takes about 10-20% of his time.

Employment History
Current Registrations
Iht Wealth Management LLC
October 2024 - Present · 1 yr 4 mos
LPL Financial LLCBroker
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
The Wealth Consulting Group
July 2023 - October 2024 · 1 yr 3 mos
V Wealth Advisors LLC
October 2020 - December 2023 · 3 yrs 2 mos
Stewart Advisory Services, LLC
June 2017 - July 2023 · 6 yrs 1 mo
State Registrations12 states
COFLGAILKSMONDNVOHPAVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron David Windhorst - Financial Advisor | TrueAdvisor