AC
ChFC
AC
ChFC

Aaron Joseph Cormier

4 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
3,533 clients
Average Client Portfolio
$134K average
Assets Under Management
$473.7M

Fee Structure

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Location

S Valley Hwy, 8310, Englewood, CO, 80112

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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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Employment History
Current Registrations
Wealth Watch Advisors, INC
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Eagle Strategies LLC
October 2022 - August 2024 · 1 yr 10 mos
Nylife Securities LLCBroker
January 2021 - August 2024 · 3 yrs 7 mos
State Registrations3 states
CAMITX
Advisor
Exams
No exam information available for this advisor.