Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2831 advisors
Number of Clients
77,792 clients
Average Client Portfolio
$225K average
Assets Under Management
$17.5B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K2.00%
$100K - $250K1.85%
$250K - $500K1.70%
$500K - $1000K1.55%
$1.0M - $3.0M1.45%
$3.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10M+0.90%

Fee for funds in the Fixed Account is 0.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

The AdvisorFlex Program charges a quarterly fee based on the value of your annuity contract. The annual fee ranges from 0.90% to 2.00% depending on the size of your account. For funds held in the Fixed Account, the maximum program fee is 0.50%. The minimum initial investment is $25,000. The Program Fee will vary among clients and may be negotiable under certain circumstances.

Areas of Practice
Investment Management
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Advisor Information

Office location

11711 N Meridian St, Carmel, IN, 46032

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Regulatory 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.
Civil Bond
March 2016
Regulatory
April 2010
Final
Other Business Activities

Aaron is a board member of Indy Christian Sports Fellowship, which aims to help people find their identity in Christ through sports and fellowship. He dedicates minimal time to this role, working with other board members to execute the organization's mission and vision.

Employment History
Current Registrations
Thrivent Investment Management INC.
May 2009 - Present · 16 yrs 8 mos
Thrivent Investment Management INC.
May 2009 - Present · 16 yrs 8 mos
Thrivent Investment Management INC. Broker
May 2009 - Present · 16 yrs 8 mos
Previous Registrations
Edward Jones
September 2008 - April 2009 · 7 mos
Edward Jones Broker
September 2008 - April 2009 · 7 mos
The Huntington Investment Company
July 2008 - September 2008 · 2 mos
The Huntington Investment Company Broker
May 2008 - September 2008 · 4 mos
State Registrations19 states
AZCOFLIAIDILINKSKYMIMONEOHOKORSDTNTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.