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

390 South Woods Mill Rd., Ste. 100, Chesterfield, MO, 63017

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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 a coach/business consultant, dedicating minimal time to this activity. He is also an independent insurance agent for various independent insurance agencies, which takes up more than full-time hours, and an advisory representative of a RIA, which takes about half of his time.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
August 2024 - Present · 1 yr 5 mos
Cambridge Investment Research, INC.Broker
August 2024 - Present · 1 yr 5 mos
Previous Registrations
On Investment Management CO
August 2012 - August 2024 · 12 yrs
The America Group Financial Advisory Services, LLC
February 2009 - August 2012 · 3 yrs 6 mos
The O.N. Equity Sales CompanyBroker
August 2007 - August 2024 · 17 yrs
Edward Jones Broker
April 2007 - August 2007 · 4 mos
State Registrations25 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.