AL
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Aaron Bradley Larson

2 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
5,384 clients
Average Client Portfolio
$209K average
Assets Under Management
$1.1B

Fee Structure

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Location

3507 N University Ave, Suite 150, Provo, UT, 84604

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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 refers fixed life and fixed annuities, earning 5% of his income from this activity. He also owns and manages Elevate & Exit, working with business owners to value their businesses before sale, earning 95% of his income from this activity.

Employment History
Current Registrations
Portside Wealth Group, LLC
March 2025 - Present · 11 mos
Previous Registrations
Olympus Peaks Financial, LLC
February 2024 - October 2024 · 8 mos
Edward Jones
January 2023 - February 2024 · 1 yr 1 mo
Edward JonesBroker
December 2022 - February 2024 · 1 yr 2 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.
Aaron Bradley Larson - Financial Advisor | TrueAdvisor