AW

Aaron Michael Ward

19 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Investment management only

This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.

Areas of Practice
Investment Management
Loading...

Advisor Information

Office location

680 Craig Road, Suite 201, St. Louis, MO, 63141

Get directions
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.

Learn about disclosures →
Other Business Activities

Aaron is associated with RBF Wealth Advisors as a Registered Investment Advisor, dedicating more than full-time hours to this role. He also works as an advisor and financial planner for StudentLoansRX, focusing on student loan repayment planning for healthcare professionals.

Employment History
Current Registrations
Private Client Services, LLC Broker
June 2023 - Present · 2 yrs 7 mos
Rbf Wealth Advisors
August 2010 - Present · 15 yrs 5 mos
Previous Registrations
Triad Advisors LLCBroker
July 2010 - July 2023 · 13 yrs
Securian Financial Services, INC.
April 2006 - August 2010 · 4 yrs 4 mos
Securian Financial Services, INC.Broker
March 2006 - August 2010 · 4 yrs 5 mos
State Registrations2 states
MOTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.