AS
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Aaron Singleton

6 Years of Experience
Columbus, OH
BrokerSells Insurance

Aaron Singleton is a registered investment advisor at Ameriprise Financial Services, LLC, based in Columbus, OH, with 6 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

1070 Polaris Pkwy, Ste 130, Columbus, OH, 43240

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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 owns a tax preparation business since 2015, dedicating about a third of his time to it. He also holds an Ohio Insurance License for major lines, including accident & health, life, and variable products, spending minimal time on this activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2021 - Present · 4 yrs 6 mos
Ameriprise Financial Services, LLCBroker
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - September 2021 · 3 mos
Cetera Advisor Networks LLCBroker
June 2021 - September 2021 · 3 mos
Voya Financial Advisors, INC.
November 2019 - June 2021 · 1 yr 7 mos
Voya Financial Advisors, INC.Broker
August 2019 - June 2021 · 1 yr 10 mos
State Registrations1 state
OH
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.