Aaron Patten
Aaron Patten is a registered investment advisor at Redhawk Wealth Advisors, INC., based in Valparaiso, IN, with 4 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 5 more. Their firm serves 3,205 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum annual fee is 1.75%. Starter accounts with less than $5,000 in assets are assessed a flat annual fee of $50. Fees are negotiable.
Fee Estimator
Location
209 E Morthland Drive, Suite 2A, Valparaiso, IN, 46383
Get directionsHistory
Regulatory History
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 is a 100% managing member of Patten Financial Group, LLC, used for bookkeeping and marketing, dedicating full-time hours during securities trading. He also runs Payne Financial Solutions, LLC, an insurance agency offering life and fixed annuities, spending a few hours per week.
Employment History
Current Registrations
Redhawk Wealth Advisors, INC.
Previous Registrations
Mwm Advisory Group, LLC
State Registrations1 state
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
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