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Aaron E Mechling

KMG Fiduciary Partners, LLC

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About Aaron E Mechling

Aaron Mechling is an investment advisor representative with KMG Fiduciary Partners, LLC, based in Toledo, OH. Aaron has been in the financial services industry since 1997. Previously, Aaron was employed by Morgan Stanley and UBS Financial Services Inc. Aaron holds Series 7, 31 and 63 securities licenses, as well as a Series 65 investment advisor license. Aaron has been active in providing investment advisory services since 1997.

Firm Information

Aaron Mechling is currently registered with KMG Fiduciary Partners, LLC. KMG Fiduciary Partners, LLC is an investment advisor headquartered in Toledo, OH. They manage approximately $1.26 billion in assets for individuals, high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans. Their services include financial planning, portfolio management, and selection of other advisors.
KMG Fiduciary Partners, LLC

7530 KINGS POINTE ROAD

TOLEDO, OH 43617

$1.26B

Assets Under Management

Not reported

Total Clients

11

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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 Mechling’s Registration & Firm History

OH

09/21/2018 - Present

KMG Fiduciary Partners, LLC (TOLEDO OH)

OH

06/01/2009 - 09/24/2018

MORGAN STANLEY (TOLEDO OH)

OH

04/29/2009 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (TOLEDO OH)

OH

11/21/1997 - 05/05/2009

UBS FINANCIAL SERVICES INC. (SYLVANIA OH)

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Licenses & Designations

IA

Issued 12/16/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/16/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/24/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/03/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 11/18/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron E Mechling.
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