VA
VA

Veronica Aaron

31 Years of Experience
Jasper, TN
Broker

Veronica Aaron is a registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Jasper, TN, with 31 years of industry experience. Veronica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 70,834 clients with $95B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
924 advisors
Number of Clients
70,834 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$94.6B

Fee Structure

Wealth Enhancement Advisory Services (WEAS) charges a percentage of your portfolio each year for investment management. The exact fee is negotiable and depends on the complexity of the services, but it will not exceed 2% per year of the value of your portfolio. WEAS may waive or discount fees for employees or relatives of employees of Wealth Enhancement Group, LLC. WEAS may also engage separate management firms to assist in managing your assets. These firms charge a fee for their services, which are in addition to WEAS’ advisory fees.

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Location

Jasper, TN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Veronica is a trustee for the Kofoed Family Trust since 2014 and spends minimal time on it. Veronica also owns rental property.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
November 2024 - Present · 1 yr 6 mos
Wealth Enhancement Brokerage Services, LLC
November 2024 - Present · 1 yr 6 mos
Wealth Enhancement Brokerage Services, LLCBroker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Householder Group Estate & Retirement Specialists
November 2013 - November 2024 · 11 yrs
LPL Financial LLCBroker
November 2013 - November 2024 · 11 yrs
Householder Group Financial Advisors, LLC
July 2009 - November 2013 · 4 yrs 4 mos
Securities Service Network, INC.Broker
July 2009 - November 2013 · 4 yrs 4 mos
Sagepoint Financial, INC.Broker
October 2005 - July 2009 · 3 yrs 9 mos
Householder Group, Estate & Retirement Specialists
September 2001 - July 2009 · 7 yrs 10 mos
Sunamerica Securities, INC.Broker
January 1999 - October 2005 · 6 yrs 9 mos
Wm Financial Services, INC.Broker
January 1999 - January 1999 · 0 mos
Griffin Financial ServicesBroker
October 1995 - January 1999 · 3 yrs 3 mos
Wells Fargo Securities INC.Broker
September 1994 - May 1995 · 8 mos
State Registrations1 state
TN
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.