AL
CFP
AL
CFP

Aaron Louisell

4 Years of Experience
Broker

Aaron Louisell is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Grand Rapids, MI, with 4 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

100 Crahen Ave NE, Suite 200, Grand Rapids, MI, 49525

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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
Raymond James & Associates, INC.Broker
September 2024 - Present · 1 yr 7 mos
Raymond James & Associates, INC.
September 2024 - Present · 1 yr 7 mos
Previous Registrations
Edward Jones
August 2021 - September 2024 · 3 yrs 1 mo
Edward JonesBroker
June 2021 - September 2024 · 3 yrs 3 mos
Nylife Securities LLCBroker
July 2020 - October 2020 · 3 mos
State Registrations8 states
AZCOFLILMIMONCTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Aaron Louisell - Financial Advisor | TrueAdvisor