AP
Aaron Kyllo Petty
14 Years of Experience
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
531 advisors
Number of Clients
26,942 clients
Average Client Portfolio
$395K average
Assets Under Management
$10.6B
Fee Structure
This firm offers financial planning and portfolio management services. The fees for these services are not listed in this section of the brochure. Contact the firm directly for more information.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningInsurance Planning
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Advisor Information
Office location
4317 Bonney Road, Virginia Beach, VA, 23452
Get directionsRegulatory History (1)
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Criminal
March 2004Final Disposition
Other Business ActivitiesSells Insurance
Aaron uses "Wealth Avenue" as a DBA for marketing purposes as a wealth advisor since March 2024. He also sells non-variable insurance products since September 2013.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
September 2015 - Present · 10 yrs 4 mos
United Planners' Financial Services of America a Limited Partner Broker
September 2015 - Present · 10 yrs 4 mos
Previous Registrations
Ameriprise Financial Services, INC.
February 2013 - September 2015 · 2 yrs 7 mos
Ameriprise Financial Services, INC. Broker
May 2011 - September 2015 · 4 yrs 4 mos
State Registrations7 states
CACOGAHIKSOKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.