AB
AB

Aaron Beadner

3 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthSocially Responsible Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1210 advisors
Number of Clients
250,707 clients
Average Client Portfolio
$635K average
Assets Under Management
$159.1B

Fee Structure

Minimum Investment:$100K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K0.89%
$250K - $1000K0.89%
$1.0M - $3.0M0.79%
$3.0M - $5.0M0.69%
$5.0M - $10.0M0.59%
$10M+0.49%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Rosemount, MN

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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 Activities

Aaron is the sole principal and manager of Ashwood Holdings LLC, an entity for property rentals, spending minimal time on this activity. He is also a council member for the City of Orange City, IA.

Employment History
Current Registrations
Empower Advisory Group, LLC
June 2024 - Present · 1 yr 8 mos
Empower Financial Services, INC.
October 2022 - Present · 3 yrs 4 mos
Empower Financial Services, INC.Broker
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
Equitable Advisors, LLC
January 2022 - July 2022 · 6 mos
Equitable Advisors, LLCBroker
October 2021 - July 2022 · 9 mos
State Registrations1 state
MN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Beadner - Financial Advisor | TrueAdvisor