AP
ChFC
AP
ChFC

Aaron Michael Perry

26 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
5650 advisors
Number of Clients
35 clients
Average Client Portfolio
$322.7M average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:$15K
Financial Planning:Investment management only
Minimum Annual Fee:$180
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Location

2605 Monroe St, Madison, WI, 53711-1801

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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 owns Aaron Perry's Insurance Agency, an insurance agency affiliated with State Farm, where he services customers and supervises employees, dedicating about half of his time. He also coaches high school baseball, a non-investment related activity.

Employment History
Current Registrations
State Farm Investment Management CORP.
August 2018 - Present · 7 yrs 6 mos
State Farm Vp Management CORP.Broker
September 2008 - Present · 17 yrs 5 mos
Previous Registrations
Intersecurities, INC.Broker
April 1999 - August 2008 · 9 yrs 4 mos
State Registrations5 states
IAILMIMNWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.