Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12488 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K
Financial Planning:Included in AUM fee
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Location

972 E Turkeyfoot Lake Rd, Akron, OH, 44312

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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 serves as Secretary on the Board of Directors for Hayn. This non-investment related activity requires minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
April 2024 - Present · 1 yr 10 mos
Ameriprise Financial Services, LLCBroker
March 2024 - Present · 1 yr 11 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.