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Aaron Biederstedt

18 Years of Experience
Whitehouse, OH
Broker

Aaron Biederstedt is a registered investment advisor at LPL Financial LLC, based in Whitehouse, OH, with 18 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

Whitehouse, OH

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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 Activities

Aaron is associated with A2O Wealth Management LLC as a business entity for tax/investment purposes. This activity is not investment-related.

Employment History
Current Registrations
LPL Financial LLC
November 2022 - Present · 3 yrs 6 mos
LPL Financial LLCBroker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Tcp Asset Management, LLC
October 2018 - December 2022 · 4 yrs 2 mos
United Planners' Financial Services of America a Limited PartnerBroker
October 2018 - December 2022 · 4 yrs 2 mos
Lincoln Financial Advisors CorporationBroker
July 2007 - November 2018 · 11 yrs 4 mos
State Registrations8 states
CACOFLGAIDNCOHTX
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.