AS

Aaron Mark Soden

9 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
86 advisors
Number of Clients
6,005 clients
Average Client Portfolio
$429K average
Assets Under Management
$2.6B

Fee Structure

Vicus Capital offers financial planning services on an hourly or fixed-fee basis. Details on investment management fees are not provided in this document. Contact Vicus Capital directly for specific fee information.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningEducation Planning
Loading...

Advisor Information

Office location

18 Como Road, Lakewood, PA, 18439

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 ActivitiesSells Insurance

Aaron is involved in several outside business activities, including fixed insurance sales, commercial real estate development, and financial services through multiple entities like Rick Leet Agency and Vicus Capital. He also dedicates a few hours per week as Assistant Chief for Susquehanna Fire Dept, Inc.

Employment History
Current Registrations
Vicus Capital, INC.
February 2020 - Present · 5 yrs 11 mos
Cetera Wealth Services, LLCBroker
October 2019 - Present · 6 yrs 3 mos
Previous Registrations
Nationwide Securities, LLC Broker
April 2016 - October 2019 · 3 yrs 6 mos
State Registrations3 states
ARNYPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.