Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
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
Advisor Information
Office location
4880 S Lewis Ave, Ste. 100, Tulas, OK, 74105
Get directionsRegulatory History
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 IAR at Legacy Wealth Management LLC, dedicating full-time hours. He is also an owner at Providence Wealth Advisors LLC, spending minimal time, a W2 employee at Providence Insurance Advisors LLC, and an agent at Legacy Insurance Advisors, each taking about 10-20% of his time. Finally, Aaron is an advisory representative of a RIA at CIRA, spending about half his time.