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Aaron Alex Dixon

2 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
5,181 clients
Average Client Portfolio
$325K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

9200 Main St, Ste 2A, Woodstock, GA, 30188

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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 life insurance agent with Leveraged Wealth Management, spending minimal time prospecting. He also owns and operates North Mountain Capital, LLC, an equipment rental business, dedicating about 10-20% of his time to marketing, maintenance, and delivery.

Employment History
Current Registrations
Impact Partnership Wealth, LLC
July 2024 - Present · 1 yr 7 mos
Previous Registrations
State Farm Vp Management CORP.Broker
August 2023 - April 2024 · 8 mos
State Farm Vp Management CORP.Broker
June 2022 - November 2022 · 5 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.