AS
CFP · ChFC
AS
CFP · ChFC

Aaron D Smaagaard

18 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

652 Bielenberg Drive Ste. 201, Woodbury, MN, 55125

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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 operates under Clear Wealth Management and Clear Wealth Planning Solutions as DBAs for his LPL business. He also provides investment advisory services through Great Valley Advisor Group, Inc., dedicating full-time hours to this activity, and co-owns rental real estate properties, spending minimal time on them.

Employment History
Current Registrations
Great Valley Advisor Group, LLC
April 2021 - Present · 4 yrs 10 mos
LPL Financial LLCBroker
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
May 2007 - April 2021 · 13 yrs 11 mos
State Registrations16 states
CAFLGAIAILMIMNNDOHORPASCSDTXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.