Aaron Jurgensmeyer is a registered investment advisor at Uniting Wealth Partners, based in Rogers, AR, with 25 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 527 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Uniting Wealth Partners charges a percentage of your portfolio annually for investment management services, paid quarterly in advance. The exact percentage depends on the complexity of your situation, the amount they manage for you, and your overall relationship with them, but it will not exceed 2.00% annually. If you invest in private funds through Uniting Wealth Partners, those assets are included when calculating the investment advisory fee. If Uniting Wealth Partners recommends using independent investment managers, the total fee you pay, including their fee and the independent manager's fee, will not exceed 2.00% annually.
Location
3300 S Market St, Ste 404, Rogers, AR, 72758
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aaron owns Spirits of Columbia, LLC (a liquor store) and Sky High Columbia, LLC (a family amusement business). He spends minimal time on each business, making decisions on advertising, accounting, and financing.
Employment History
Current Registrations
Uniting Wealth Partners
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.