Aaron Witten
Aaron Witten is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Leitchfield, KY, with 25 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 Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
715 Mill St., Leitchfield, KY, 42754
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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 an advisory representative of an RIA, owner of Twin Lakes Coin and Rarities, Tax Wizards LLC, 119 S. Claggett Drive LLC, and Witten Financial Services LLC, where he also works as an IAR. He also dedicates time to various organizations, including the Leitchfield Lions Club, Eye Bank of Kentucky, Republican Party of Kentucky, Clarkson Baptist Church, and Ron Blue Institute.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Legend Advisory Corporation
Legend Equities CorporationBroker
Fiducial Investment Advisors, INC.Broker
Investacorp, INC.Broker
First Investors CorporationBroker
State Registrations17 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.
Exams
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