Aaron Steffan
Aaron Steffan is a ChFC-designated registered investment advisor at W&s Advisory Services, LLC, based in Heath, OH, with 22 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 Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 6,689 clients with $5.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
W&S Advisory Services charges a flat monthly fee for managing children's custodial accounts:
- Single account — $3.00 per month
- Multiple accounts — $5.00 per month
This monthly fee covers all brokerage commissions, stock transfer fees, and custodial fees. Investment management fees do not include the underlying expenses charged by the exchange-traded funds or mutual funds in your portfolio.
Location
576 Industrial Parkway, Suite A, Heath, OH, 43056
Get directionsHistory
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 works as a full-time sales manager for Western Southern Life in Newark, OH.
Employment History
Current Registrations
W&s Advisory Services, LLC
W&s Brokerage Services, INC.
W&s Brokerage Services, INC.Broker
Previous Registrations
W&s Brokerage Services, INC.Broker
W&s Brokerage Services, INC.Broker
Fort Washington Brokerage Services, INC.Broker
State Registrations3 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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