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Aaron Gago

19 Years of Experience
Phillips, WI
BrokerSells Insurance

Aaron Gago is a registered investment advisor, based in Phillips, WI, with 19 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold.

Location

594 S. Lake Ave, Phillips, WI, 54555

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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 is the President/Advisor/Insurance Agent at Highland Money Management, dedicating full-time hours to investment-related operations and insurance sales. He also owns xPoint Properties, LLC, a real estate management company that owns the building where his branch office is located, but this takes minimal time.

Employment History
Current Registrations
J. W. Cole Advisors, INC.
April 2023 - Present · 3 yrs 6 mos
J.W. Cole Financial, INC.Broker
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Spc
March 2016 - April 2023 · 7 yrs 1 mo
Parkland Securities, LLCBroker
April 2007 - April 2023 · 16 yrs
State Registrations13 states
ALFLGAIAILMAMIMNNDSDTXUTWI
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 Gago - Financial Advisor | TrueAdvisor