AC
AC

Aaron Chase Carlisle

2 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22592 advisors
Number of Clients
3,743,795 clients
Average Client Portfolio
$220K average
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

123 Main Street., Evansville, IN, 47708

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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 has two DBAs for his LPL business: Old National Investments (since 1/2023) and Old National Wealth Advisors (since 12/2024). Both are investment-related and conducted at his reported business location.

Employment History
Current Registrations
Edward JonesBroker
July 2025 - Present · 7 mos
Edward Jones
July 2025 - Present · 7 mos
Previous Registrations
LPL Financial LLC
March 2023 - July 2025 · 2 yrs 4 mos
LPL Financial LLCBroker
February 2023 - July 2025 · 2 yrs 5 mos
State Registrations21 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.