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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron David Bauer is a registered investment advisor representative with Envestnet PMC. Aaron has been in the industry since April 2002. Aaron holds a Series 65 license and is registered in Illinois. Envestnet PMC is an investment advisor with offices in Chicago, Illinois. The firm offers a wide range of advisory services, including portfolio management for individuals, businesses, and investment companies. Envestnet PMC has approximately $426 billion in assets under management.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Overlay portfolio management
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
A percentage of assets or revenues under our clients' management
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IL
05/25/2005 - Present
Envestnet PMC (CHICAGO IL)
IA
Issued 05/24/2005
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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