Aaron Pearson

CFP

Wells Fargo Advisors

21 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Wells Fargo Advisors

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

3508 advisors

Number of Clients

401,726 clients

Average Client Portfolio

$491K average

Assets Under Management

$197.4B

Fee Structure

Financial Planning:Investment management only

Location

5885 Meadows Road, Ste 125, Lake Oswego, OR, 97035

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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.

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.