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Aaron Blake Combs

Q2 Wealth Management

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About Aaron Blake Combs

Aaron Combs is a financial advisor with Q2 Wealth Management. Aaron has been in the financial industry since 2013, with experience in both the investment and insurance sectors. Aaron is also a Registered Investment Advisor, having passed the Uniform Investment Adviser Law Examination in November 2024. Aaron offers a variety of financial planning services, including portfolio management for individuals and businesses, and educational seminars.

Firm Information

Aaron Combs is currently registered with Q2 Wealth Management. Q2 Wealth Management is a wealth management firm headquartered in [Main Office Address]. They have 3 investment adviser representatives and manage over $111 million in assets for 433 clients. They primarily serve individuals other than high-net-worth individuals and corporations or other businesses, offering financial planning, portfolio management for individuals, and educational seminars.

$111.00M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Combs’s Registration & Firm History

KY

11/27/2024 - Present

Q2 Wealth Management (LEXINGTON KY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Blake Combs.
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