TrueAdvisor
TrueAdvisor
AT
CFA · CFP
AT
CFA · CFP

Aaron Tuttle

LPL Financial LLC
19 Years of Experience
St. Louis, MO
BrokerSells Insurance
View SEC Summary
View SEC Summary

Aaron Tuttle is a CFA, CFP-designated registered investment advisor at LPL Financial LLC, based in St. Louis, MO, with 19 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1401 S Brentwood Blvd Ste 400, St. Louis, MO, 63144

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Aaron is involved with Gatewood Wealth Solutions, LLC, Gatewood Wealth Holdings, Gatewood Management Company, Brokerage Unlimited, Fortify Insurance Group, and Synergy (Mass Mutual). He dedicates minimal time to Brokerage Unlimited, Fortify Insurance Group, and Synergy (Mass Mutual), and a few hours per week to Gatewood Wealth Holdings and Gatewood Management Company.

Employment History
Current Registrations
LPL Financial LLC
November 2019 - Present · 6 yrs 11 mos
LPL Financial LLC
November 2019 - Present · 6 yrs 11 mos
LPL Financial LLCBroker
November 2019 - Present · 6 yrs 11 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
October 2006 - November 2019 · 13 yrs 1 mo
State Registrations38 states
ALAZCACOCTDCFLGAHIIDILINKSKYMAMDMEMIMNMOMSNCNENHNJNVNYOHOKORPASCTNTXUTVAWIWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors
More financial advisors in St. Louis, MO →All financial advisors in Missouri →