Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PAS offers both transaction-based (brokerage) and fee-based (advisory) accounts. Fees for financial planning and consulting are negotiated based on the IAR's experience, client needs, time, and plan complexity. Subscription-based financial planning is also available for an annual fee paid monthly or quarterly.
Areas of Practice
Advisor Information
Office location
12345 University Ave, Suite 200, Clive, IA, 50325
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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 sells insurance products including LTC, health, group, and fixed annuities, and dedicates minimal time to this. He also has ownership in Anchored Storage LLC and Brinks Equipment LLC, and is the personal representative of the Gary Brinks Estate.