Aaron Haack is a registered investment advisor at LPL Financial LLC, based in Schaumburg, IL, 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1700 E Golf Rd., Ste 225, Schaumburg, IL, 60173
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Regulatory History (1)
Employment Separation After Allegations
April 2025Other Business Activities
Aaron operates under several DBAs for his LPL business, including Professional Wealth Advisors LLC, PWA LLC, Professional Wealth Advisors Insurance Services, and PWA FS. He spends about half his time on the first two DBAs and minimal time on the latter two.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations9 states
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.