Aaron C Soderstrom
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
1722 Keller Pkwy., Ste. 103, Keller, TX, 76248
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 Activities
Aaron is an advisory representative of a Registered Investment Advisor (RIA), dedicating about 10-20% of his time to investment-related activities. He also owns Omega Squared Capital Management, writing an investment newsletter, and serves as Chief Investment Strategist for Omega Squared Insights, spending a few hours per week on each.