AG
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Aaron M Gago

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
467 advisors
Number of Clients
29,614 clients
Average Client Portfolio
$243K average
Assets Under Management
$7.2B

Fee Structure

Minimum Investment:$100K
Financial Planning:Charged separately
Minimum Annual Fee:$280
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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 · 2 yrs 10 mos
J.W. Cole Financial, INC.Broker
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
Spc
March 2016 - April 2023 · 7 yrs 1 mo
Parkland Securities, LLCBroker
April 2007 - April 2023 · 16 yrs
State Registrations13 states
ALFLGAIAILMAMNNDSDTNTXUTWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.