Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
2463 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

Fee Structure

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Location

1035 Frederica St, Suite 100, Owensboro, KY, 42301

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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 the owner/member of The 90s Nerd LLC, which is active with the state, but he is currently not using it for anything. He is only disclosing its existence.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
June 2024 - Present · 1 yr 8 mos
Robert W. Baird & CO. IncorporatedBroker
April 2024 - Present · 1 yr 10 mos
State Registrations1 state
KY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.