Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
3845 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

This firm offers financial planning, financial wellness, and investment management services. Fees vary depending on the service and platform used. Contact the firm for specific fee information, as fees can vary based on the Financial Professional and client location. The firm does not specify AUM fee tiers in this brochure.

Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningEducation PlanningDivorce PlanningSpecial Needs PlanningInvestment Management
Loading...

Advisor Information

Office location

715 Mill St., Leitchfield, KY, 42754

Get directions
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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Aaron is an advisory representative of an RIA, owner of Twin Lakes Coin and Rarities, Tax Wizards LLC, 119 S. Claggett Drive LLC, and Witten Financial Services LLC, where he also works as an IAR. He also dedicates time to various organizations, including the Leitchfield Lions Club, Eye Bank of Kentucky, Republican Party of Kentucky, Clarkson Baptist Church, and Ron Blue Institute.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
January 2016 - Present · 10 yrs
Cambridge Investment Research, INC.Broker
January 2016 - Present · 10 yrs
Previous Registrations
Legend Advisory Corporation
February 2011 - January 2016 · 4 yrs 11 mos
Legend Equities CorporationBroker
October 2006 - January 2016 · 9 yrs 3 mos
Fiducial Investment Advisors, INC.Broker
May 2004 - October 2006 · 2 yrs 5 mos
Investacorp, INC.Broker
February 2001 - January 2003 · 1 yr 11 mos
First Investors CorporationBroker
September 1999 - January 2001 · 1 yr 4 mos
State Registrations18 states
CACOFLGAILINKYMAMOMSNCNVOHORSCTNTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.