AB
CFP
AB
CFP

Aaron Mark Buckalew

16 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
672 advisors
Number of Clients
66,488 clients
Average Client Portfolio
$544K average
Assets Under Management
$36.2B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

275 South 5th Avenue, Suite 195, Pocatello, ID, 83201

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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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Other Business Activities

Aaron is a board member of Bengal Athletic Boosters, a non-profit organization, since 2018, dedicating minimal time. He also manages the affairs and operational decisions of Solitude Adventures, LLC, dedicating a few hours per week.

Employment History
Current Registrations
D.A. Davidson & CO.
December 2009 - Present · 16 yrs 2 mos
D.A. Davidson & CO.Broker
October 2009 - Present · 16 yrs 4 mos
State Registrations34 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.