Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MMLIS offers advisory programs with different fee structures. Some programs have lower maximum fees, which could result in lower client fees. IA-Reps may be incentivized to recommend programs with higher fees. When Affiliated Funds are held in qualified retirement plan accounts and IRAs the account will not be charged the Execution, Clearing and Custody Fee or the Advisor Fee for the portion of the account invested in the Affiliated Funds. The account will be charged any other applicable fees.
Areas of Practice
Advisor Information
Office location
16150 Main Circle Drive, Suite 400, Chesterfield, MO, 63017
Get directionsRegulatory History (2)
Customer Dispute
May 2020Customer Dispute
February 2012Other Business ActivitiesSells Insurance
Aaron is an insurance agent selling life, disability, long-term care, fixed annuities, and health insurance, dedicating minimal time to this activity. He also owns Live to Serve LLC, a financial advising DBA, spending about a quarter of his time on financial advising.