AP
AP

Aaron David Patten

3 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
47 advisors
Number of Clients
3,283 clients
Average Client Portfolio
$560K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$1K
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Location

209 E Morthland Drive, Suite 2A, Valparaiso, IN, 46383

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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 a 100% managing member of Patten Financial Group, LLC, used for bookkeeping and marketing, dedicating full-time hours during securities trading. He also runs Payne Financial Solutions, LLC, an insurance agency offering life and fixed annuities, spending a few hours per week.

Employment History
Current Registrations
Redhawk Wealth Advisors, INC.
December 2022 - Present · 3 yrs 2 mos
Previous Registrations
Mwm Advisory Group, LLC
March 2022 - October 2022 · 7 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.
Aaron David Patten - Financial Advisor | TrueAdvisor