AA
AA

Aaron Burt Austin

6 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3508 advisors
Number of Clients
401,726 clients
Average Client Portfolio
$491K average
Assets Under Management
$197.4B

Fee Structure

Financial Planning:Investment management only
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Location

3755 E 82nd St, Ste 40, Indianapolis, IN, 46240-4000

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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 involved with Khepri Partners LLC, dedicating approximately 60 hours per month to this investment-related outside employment.

Employment History
Current Registrations
Wells Fargo Advisors
September 2025 - Present · 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2025 - Present · 5 mos
Previous Registrations
Ameriprise Financial Services, LLC
January 2021 - September 2025 · 4 yrs 8 mos
Ameriprise Financial Services, LLCBroker
October 2020 - September 2025 · 4 yrs 11 mos
Pruco Securities, LLC.Broker
July 2020 - November 2020 · 4 mos
Charles Schwab & CO., INC.Broker
August 2019 - July 2020 · 11 mos
State Registrations26 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.