AK
AK

Aaron Arthur Kohn

26 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
9200 advisors
Number of Clients
1,134,581 clients
Average Client Portfolio
$713K average
Assets Under Management
$808.8B

Fee Structure

Minimum Investment:$25K
Minimum Annual Fee:$10,000
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Location

5300 Meadows Rd, Suite 300, Lake Oswego, OR, 97035-3229

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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 Activities

Aaron is a partner in KK&R LLC and Rosko LLC since 1996 and 1998, respectively. He is also involved with Table Top Racing, Inc and SPKH LLC, an investment LLC, since 1999 and 2007, respectively.

Employment History
Current Registrations
UBS Financial Services INC.
April 2011 - Present · 14 yrs 10 mos
UBS Financial Services INC.Broker
November 2008 - Present · 17 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2002 - November 2008 · 6 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2002 - November 2008 · 6 yrs
Prudential Securities IncorporatedBroker
April 1999 - November 2002 · 3 yrs 7 mos
State Registrations31 states
AKAZCACOCTDCFLGAIDINMAMDMIMNMOMTNCNENJNVNYOHORPARISCTXUTVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.