AM
CFP
AM
CFP

Aaron Mabley

4 Years of Experience
Broker
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

501 Park Drive South, Great Falls, MT, 59405

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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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Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 5 mos
Cetera Investment Advisers LLC
September 2025 - Present · 5 mos
Avantax Planning Partners, INC.
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Avantax Advisory Services
January 2025 - September 2025 · 8 mos
Avantax Investment Services, INC.Broker
January 2025 - September 2025 · 8 mos
Benjamin F. Edwards & Company, Incorporated
December 2020 - January 2024 · 3 yrs 1 mo
Benjamin F. Edwards & Company, INC.Broker
September 2020 - January 2024 · 3 yrs 4 mos
Morgan StanleyBroker
June 2020 - September 2020 · 3 mos
State Registrations27 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.