Aaron Eugene Adams

Osaic Wealth, INC.

14 Years of Experience

Broker

View SEC Summary

Areas of Practice

Retirement PlanningEducation PlanningEstate PlanningInvestment Management

Osaic Wealth, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9179 advisors

Number of Clients

574,829 clients

Average Client Portfolio

$348K average

Assets Under Management

$200.3B

Fee Structure

Minimum Investment:$5.5K

Financial Planning:Investment management only

Location

18700 N. Hayden Road, Suite 255, Scottsdale, AZ, 85255

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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.

Employment History

Current Registrations

Osaic Wealth, INC.Broker

January 2024 - Present · 2 yrs 1 mo

Osaic Wealth, INC.

January 2024 - Present · 2 yrs 1 mo

Previous Registrations

Woodbury Financial Services, INC.

January 2014 - January 2024 · 10 yrs

Woodbury Financial Services, INC.Broker

April 2013 - January 2024 · 10 yrs 9 mos

Hartford Investment Financial Services, LLCBroker

May 2008 - March 2010 · 1 yr 10 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.