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
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Advisor Information

Office location

Clarkston, MI

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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 is an agent at Core Financial Group, offering fixed insurance for a commission, and spends nearly full-time there. He also works as an advisory representative of a RIA at CIRA, spending most of his time trading.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
September 2021 - Present · 4 yrs 4 mos
Cambridge Investment Research, INC.Broker
September 2021 - Present · 4 yrs 4 mos
Previous Registrations
On Investment Management CO
September 2015 - September 2021 · 6 yrs
The O.N. Equity Sales CompanyBroker
September 2015 - September 2021 · 6 yrs
Oneamerica Securities, INC.
September 2011 - October 2015 · 4 yrs 1 mo
Oneamerica Securities, INC. Broker
July 2011 - October 2015 · 4 yrs 3 mos
Hantz Financial Services, INC.
February 2011 - July 2011 · 5 mos
Hantz Financial Services, INC. Broker
May 2001 - July 2011 · 10 yrs 2 mos
State Registrations9 states
AZCOIDILINMIMSPATN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.