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Aaron Minor

First Heartland Consultants, INC.
9 Years of Experience
Denver, CO
BrokerSells Insurance
View SEC Summary
View SEC Summary

Aaron Minor is a registered investment advisor at First Heartland Consultants, INC., based in Denver, CO, with 9 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 6,461 clients with $2.1B in assets under management.

First Heartland Consultants, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
99 advisors
Number of Clients
6,461 clients
Average Client Portfolio
$323K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$6.5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Maximum fee is 1.75% annually. Fees are negotiable and paid quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Denver, CO

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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 ActivitiesSells Insurance

Aaron is a partner in Native Heart, LLC, a fair trade business importing craft items. He is also involved with the Society For Financial Awareness, a non-profit, and is the President of AM Insurance Services, Inc. dba AM Retirement Services, selling fixed life and health insurance products.

Employment History
Current Registrations
First Heartland Consultants, INC.
January 2017 - Present · 9 yrs 9 mos
First Heartland Capital, INC.Broker
November 2016 - Present · 9 yrs 11 mos
Previous Registrations
Client One Securities LLCBroker
August 2016 - November 2016 · 3 mos
State Registrations4 states
AZCOSDTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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