AW
AW

Aaron James Wurm

5 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12488 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K
Financial Planning:Included in AUM fee
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Location

1930 Premier Dr, Mankato, MN, 56001-5900

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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 involved with DTK Enterprises LLC since 2021. This investment-related activity takes about a third of his time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2021 - Present · 5 yrs 1 mo
Ameriprise Financial Services, LLC
March 2020 - Present · 5 yrs 11 mos
Ameriprise Financial Services, LLCBroker
March 2020 - Present · 5 yrs 11 mos
State Registrations23 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.