Aaron Larson
Aaron Larson is a registered investment advisor at LPL Financial LLC, based in Chanhassen, MN, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
7935 Stone Creek Dr Ste 110, Chanhassen, MN, 55317-4611
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Regulatory History
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 business activities, including WaterRock Financial LLC (non-variable insurance DBA and insurance agency owner), WaterRock Real Estate LLC (real estate rental), DIBroker East / Eskra & Associates (insurance producer), Comprehensive Brokerage Services, LLC (insurance producer), and Others First Real Estate, LLC (real estate rental). He dedicates minimal time to most of these activities, but nearly full-time to WaterRock Financial, LLC (DBA for LPL business).
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Investments, LLC
Marquette Financial Group, INC.Broker
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Securities INC.Broker
Wells Fargo Brokerage Services, L.L.C.Broker
Dowling & Partners Securities LLCBroker
State Registrations14 states
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.