Aaron Haack is a registered investment advisor at LPL Financial LLC, based in Schaumburg, IL, with 19 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1700 E Golf Rd., Ste 225, Schaumburg, IL, 60173
Get directionsHistory
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 Registrations10 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.
Exams
More Advisors
- Edward DalyLPL Financial LLC
- Adele Toussaint, CFPLPL Financial LLC
- Dennis MarachLPL Financial LLC
- Todd BraseLPL Financial LLC
- Sijo Job, CFPLPL Financial LLC
- Sheila Gugliuzza, CFP, ChFCCharles Schwab & CO., INC.