AK
AK

Aaron Joseph Kieselburg

2 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
5650 advisors
Number of Clients
35 clients
Average Client Portfolio
$322.7M average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:$15K
Financial Planning:Investment management only
Minimum Annual Fee:$180
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Location

2222 W Pinnacle Peak Rd, Suite 201, Phoenix, AZ, 85027

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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 owns an insurance agency affiliated with State Farm, dedicating about half of his time to servicing customers and supervising employees. He also owns a rental property, requiring minimal time.

Employment History
Current Registrations
State Farm Investment Management CORP.
July 2023 - Present · 2 yrs 7 mos
State Farm Vp Management CORP.Broker
May 2023 - Present · 2 yrs 9 mos
State Farm Vp Management CORP.
May 2023 - Present · 2 yrs 9 mos
State Registrations1 state
AZ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Joseph Kieselburg - Financial Advisor | TrueAdvisor