Aaron Pearson is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Lake Oswego, OR, with 22 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5885 Meadows Road, Ste 125, Lake Oswego, OR, 97035
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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 receives trail commissions from SILAC, AF&L Insurance, United Healthcare, and Mutual of Omaha. He also has 100% ownership of Louisa Lucia Holdings Inc. and 20% ownership of Willamette Cascade Wealth Management LLC, dedicating full-time hours to each.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
New England Securities Corporation
New England SecuritiesBroker
State Registrations19 states
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