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Aaron Hollister

14 Years of Experience
Plainwell, MI
BrokerSells Insurance

Aaron Hollister is a registered investment advisor at LPL Financial LLC, based in Plainwell, MI, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

352 12th St Ste 12, Plainwell, MI, 49080-1154

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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 ActivitiesSells Insurance

Aaron operates Fireside Financial Partners as a DBA for his LPL business, dedicating nearly full-time hours to it. He also engages in non-variable insurance activities, spending about 10-20% of his time on this.

Employment History
Current Registrations
LPL Financial LLCBroker
January 2025 - Present · 1 yr 4 mos
LPL Financial LLC
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Raymond James & Associates, INC.
September 2015 - January 2025 · 9 yrs 4 mos
Raymond James & Associates, INC.Broker
August 2015 - January 2025 · 9 yrs 5 mos
Waddell & Reed
June 2014 - September 2015 · 1 yr 3 mos
Waddell & ReedBroker
June 2014 - September 2015 · 1 yr 3 mos
Morgan Stanley
March 2013 - June 2014 · 1 yr 3 mos
Morgan StanleyBroker
February 2013 - June 2014 · 1 yr 4 mos
Natcity Investments, INC.Broker
January 2008 - July 2009 · 1 yr 6 mos
State Registrations10 states
ARAZCOFLILINMIMSTXWI
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.
Aaron Hollister - Financial Advisor | TrueAdvisor