Areas of Practice
Retirement PlanningDivorce PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3842 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

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Location

1722 Keller Pkwy., Ste. 103, Keller, TX, 76248

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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 advisory representative of a Registered Investment Advisor (RIA), dedicating about 10-20% of his time to investment-related activities. He also owns Omega Squared Capital Management, writing an investment newsletter, and serves as Chief Investment Strategist for Omega Squared Insights, spending a few hours per week on each.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
November 2016 - Present · 9 yrs 3 mos
Cambridge Investment Research, INC.Broker
November 2016 - Present · 9 yrs 3 mos
Previous Registrations
Wells Fargo Advisors, LLC
February 2011 - June 2013 · 2 yrs 4 mos
Wells Fargo Advisors, LLCBroker
February 2011 - June 2013 · 2 yrs 4 mos
Chase Investment Services CORP.
September 2010 - December 2010 · 3 mos
Chase Investment Services CORP.Broker
September 2010 - December 2010 · 3 mos
Wells Fargo Investments, LLC
November 2009 - September 2010 · 10 mos
Wells Fargo Investments, LLCBroker
November 2008 - September 2010 · 1 yr 10 mos
Fidelity Brokerage Services LLCBroker
January 2008 - October 2008 · 9 mos
Fidelity Investments Institutional Services Company, INC.Broker
October 2007 - January 2008 · 3 mos
Fidelity Brokerage Services LLCBroker
January 2006 - September 2007 · 1 yr 8 mos
State Registrations29 states
AZCACOFLGAIAIDILMAMEMIMTNCNDNMNVNYOHOKORPATNTXUTVAWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron C Soderstrom - Financial Advisor | TrueAdvisor