AG
AG

Aaron Gose

3 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2254 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

Fee Structure

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Location

10885 NE 4th Street, Suite 1400, Bellevue, WA, 98004

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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 involved in insurance brokering with outside carriers, dedicating minimal time. He also operates under the DBA Engineer's Financial Group LLC to sell New York Life products and broker non-registered insurance products.

Employment History
Current Registrations
Eagle Strategies LLC
December 2022 - Present · 3 yrs 2 mos
Nylife Securities LLCBroker
January 2022 - Present · 4 yrs 1 mo
State Registrations9 states
AZCACOFLGALAMITXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.