AI
CFP
AI
CFP

Aaron John Imholte

6 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1605 advisors
Number of Clients
48,723 clients
Average Client Portfolio
$304K average
Assets Under Management
$14.8B

Fee Structure

Financial Planning:Investment management only
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Location

3812 8th St N Ste 100, Saint Cloud, MN, 56303

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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 works as a financial professional selling and servicing fixed insurance products, including life, annuities, disability insurance, long-term care, health, and group insurance. This activity takes about a quarter of his time.

Employment History
Current Registrations
Principal Securities, INC.
April 2023 - Present · 2 yrs 10 mos
Principal Securities, INC.
April 2023 - Present · 2 yrs 10 mos
Principal Securities, INC.Broker
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
Securian Financial Services, INC.
January 2022 - April 2023 · 1 yr 3 mos
Securian Financial Services, INC.Broker
September 2021 - April 2023 · 1 yr 7 mos
Cri Securities, LLCBroker
September 2021 - October 2021 · 1 mo
Robert W. Baird & CO. IncorporatedBroker
April 2019 - May 2021 · 2 yrs 1 mo
State Registrations25 states
AZCACOGAILINLAMNMOMSMTNCNDNVNYOHORPASCSDTXUTWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.