AK
CFP
AK
CFP

Aaron Neal Kennedy

25 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
223 advisors
Number of Clients
6,062 clients
Average Client Portfolio
$201K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$50K
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Location

106 South Seaman, Eastland, TX, 76448

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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 an employee of Smart Money Group, LLC and Kennedy Financial Inc., spending full-time hours at each. He is also a partner at Briscoe & Associates LLC, dedicating minimal time, and a member of Happy Assets Mining, LLC, also dedicating minimal time.

Employment History
Current Registrations
Calton & Associates, INC.Broker
July 2016 - Present · 9 yrs 7 mos
Smart Money Group, LLC
July 2016 - Present · 9 yrs 7 mos
Previous Registrations
Vsr Advisory Services
July 2007 - July 2016 · 9 yrs
Vsr Financial Services, INC.Broker
April 2000 - July 2016 · 16 yrs 3 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.