AH
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
7 advisors
Number of Clients
718 clients
Average Client Portfolio
$166K average
Assets Under Management
$119.0M
Fee Structure
Minimum Investment:None
Hourly Rate:$330/hr
LPA charges an annual fee for investment advisory services, which may include an LPA advisory fee and a TPAM/sub-advisor fee. The total asset management fee will not exceed 2.9%. Management fees are negotiable. Financial planning services are charged at $330.36 per hour (3-hour minimum) or a negotiated fixed fee. LPA may charge an annual $50 fee per account for platform and admin costs.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Loading...
Advisor Information
Office location
2700 1st St. N, Suite 204, St. Cloud, MN, 56303
Get directionsRegulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
August 2025Customer Dispute
November 2024Closed-No Action
Other Business ActivitiesSells Insurance
Aaron is a life insurance agent with Ohio National, servicing existing fixed life insurance policies, dedicating a few hours per week. He also owns KAH Crafts, making and selling leather goods online.
Employment History
Current Registrations
Transitional Broker LLC
September 2025 - Present · 4 mos
Transitional Broker LLCBroker
September 2025 - Present · 4 mos
Lone Peak Advisers
September 2025 - Present · 4 mos
Previous Registrations
Valmark Advisers, INC.
April 2014 - September 2025 · 11 yrs 5 mos
Valmark Securities, INC.Broker
July 2006 - September 2025 · 19 yrs 2 mos
The O.N. Equity Sales CompanyBroker
September 2004 - July 2006 · 1 yr 10 mos
State Registrations6 states
COMNOHPATXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.