AM
AM

Aaron Douglas Moon

11 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
54 advisors
Number of Clients
3,809 clients
Average Client Portfolio
$271K average
Assets Under Management
$1.0B

Fee Structure

Loading...

Location

3597 E Monarch Sky Ln, Suite 330, Meridian, ID, 83646

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Aaron owns rental property, dedicating minimal time to its maintenance. He is also an independent licensed insurance agent selling life, health, and long-term care insurance.

Employment History
Current Registrations
Inspire Advisors, LLC
February 2019 - Present · 7 yrs
Previous Registrations
Inspire Investing, LLC
April 2016 - January 2025 · 8 yrs 9 mos
Cfd Investments, INC.Broker
July 2015 - August 2016 · 1 yr 1 mo
Creative Financial Designs, INC.
July 2015 - August 2016 · 1 yr 1 mo
Next Financial Group, INC.
February 2014 - July 2015 · 1 yr 5 mos
Next Financial Group, INC.Broker
January 2014 - July 2015 · 1 yr 6 mos
State Registrations2 states
CAID
Advisor
Exams
No exam information available for this advisor.