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Aaron Joel Mader

4 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningDivorce PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3842 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

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Location

8677 Eagle Point Blvd, Lake Elmo, MN, 55042

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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 an advisory representative of a RIA, spending about half his time on this and related trading activities. He is also a life insurance producer, dedicating minimal time to this activity, and an IAR, spending about a quarter of his time on this and related trading activities.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
April 2022 - Present · 3 yrs 10 mos
Cambridge Investment Research, INC.Broker
August 2021 - Present · 4 yrs 6 mos
Cambridge Investment Research, INC.
August 2021 - Present · 4 yrs 6 mos
State Registrations7 states
GAIAILMNNCTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Joel Mader - Financial Advisor | TrueAdvisor