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Aaron Philip Mormann

16 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
5650 advisors
Number of Clients
35 clients
Average Client Portfolio
$322.7M average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:$15K
Financial Planning:Investment management only
Minimum Annual Fee:$180
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Location

113 E King Street, Strasburg, VA, 22657

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Aaron owns Load & Lock It Self Storage, LLC, a non-investment related commercial property. He also owns Aaron Mormann's Insurance Agency, an investment-related business where he services customers and supervises employees, dedicating about half of his time.

Employment History
Current Registrations
State Farm Investment Management CORP.
February 2025 - Present · 1 yr
State Farm Vp Management CORP.Broker
June 2009 - Present · 16 yrs 8 mos
State Farm Vp Management CORP.
June 2009 - Present · 16 yrs 8 mos
State Registrations5 states
DCMDNCVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.