AB
ChFC
AB
ChFC

Aaron Brinks

19 Years of Experience
West Des Moines, IA
BrokerSells Insurance

Aaron Brinks is a ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in West Des Moines, IA, 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1904 advisors
Number of Clients
82,118 clients
Average Client Portfolio
$238K average
Assets Under Management
$19.6B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.05%
$500K - $1000K2.00%
$1.0M - $2.0M1.95%
$2M+1.90%

Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7001 Westown Parkway, Suite 240, West Des Moines, IA, 50266

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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 sells insurance products including LTC, health, group, and fixed annuities, and dedicates minimal time to this. He also has ownership in Anchored Storage LLC and Brinks Equipment LLC, and is the personal representative of the Gary Brinks Estate.

Employment History
Current Registrations
Park Avenue Securities LLC
February 2011 - Present · 15 yrs 8 mos
Park Avenue Securities LLCBroker
January 2007 - Present · 19 yrs 9 mos
Previous Registrations
Park Avenue Securities LLC
September 2007 - September 2009 · 2 yrs
State Registrations11 states
COFLIAILKSMIMNMONCNETX
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.
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