Aaron Joseph Anson

Captrust

11 Years of Experience

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Areas of Practice

Investment ManagementRetirement Planning

Captrust

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

841 advisors

Number of Clients

36,839 clients

Average Client Portfolio

$29.4M average

Assets Under Management

$1083.1B

Location

4200 W 115th Street, Suite 210, Leawood, KS, 66211

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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.

Employment History

Current Registrations

Captrust

August 2022 - Present · 3 yrs 6 mos

Previous Registrations

Frontier Wealth Management, LLC

December 2013 - October 2022 · 8 yrs 10 mos

State Registrations2 states

KSMO

Advisor

Exams

No exam information available for this advisor.