AB
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Aaron Busse

8 Years of Experience
Warren, MI
BrokerSells Insurance

Aaron Busse is a registered investment advisor at LPL Financial LLC, based in Warren, MI, with 8 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

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

13602 East 14 Mile Road, Warren, MI, 48088

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History

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.

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Other Business ActivitiesSells Insurance

Aaron works full-time for MSGCU Investment Services as a DBA for LPL business since 2021. He is also an agent for The Busse Group, LLC selling non-variable insurance, dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
LPL Financial LLC
April 2021 - Present · 5 yrs 6 mos
LPL Financial LLC
April 2021 - Present · 5 yrs 6 mos
LPL Financial LLCBroker
April 2021 - Present · 5 yrs 6 mos
Previous Registrations
Edward Jones
October 2018 - March 2021 · 2 yrs 5 mos
Edward JonesBroker
September 2018 - March 2021 · 2 yrs 6 mos
Horwitz & Associates, INC.Broker
March 1994 - November 1994 · 8 mos
L.C. Wegard & CO., INC.Broker
November 1993 - January 1994 · 2 mos
State Registrations6 states
FLILMIMNOHWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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