AS
AS

Aaron Drew Sanstrum

25 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
94 advisors
Number of Clients
5,401 clients
Average Client Portfolio
$716K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

320 N. Main, Suite 208, Gresham, OR, 97030

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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 CPA providing tax and business consulting services since 1996, dedicating about 10-20% of his time. He also owns a farm for boarding, farming, and leasing shop space, spending about 10-20% of his time on it, and owns Sanstrum & Associates, offering securities and advisory services through NFGI, which is a full-time commitment.

Employment History
Current Registrations
Nations Financial Group, INC.
December 2005 - Present · 20 yrs 2 mos
Nations Financial Group, INC.Broker
December 2005 - Present · 20 yrs 2 mos
Previous Registrations
Sanstrum & Associates, INC.
August 2003 - November 2006 · 3 yrs 3 mos
Finbar Securities CORP.Broker
January 2000 - November 2006 · 6 yrs 10 mos
State Registrations31 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.