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Aaron Habermann

THE Huntington Investment Co.

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About Aaron Habermann

Aaron Habermann is a financial professional with over 10 years of experience in the financial services industry. Aaron is currently registered with The Huntington Investment Co. and specializes in providing financial advice to individuals, corporations, and charitable organizations. Aaron holds Series 6, 7, 63, 66 and SIE licenses. Aaron is dedicated to helping clients achieve their financial goals through personalized financial planning and investment management strategies.

Firm Information

Aaron Habermann is currently registered with THE Huntington Investment Co.. THE Huntington Investment Co. is a Corporation headquartered in COLUMBUS, OH. It is a registered investment advisor with the SEC and in 53 states. They have approximately 5196750113 in regulatory assets under management. THE Huntington Investment Co. provides financial planning, portfolio management for businesses, portfolio management for individuals, and selection of other advisors. They have a total of 32956 accounts, all of which are discretionary.
THE Huntington Investment Co.

41 S. HIGH STREET

COLUMBUS, OH 43215

$5.20B

Assets Under Management

Not reported

Total Clients

863

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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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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percentage of assets

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

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Aaron Habermann’s Registration & Firm History

OH

06/26/2021 - Present

THE Huntington Investment Co. (CHESTERLAND OH)

OH

06/16/2010 - 12/06/2013

THE HUNTINGTON INVESTMENT COMPANY (CLEVELAND OH)

WI

01/30/2004 - 06/15/2009

WELLS FARGO INVESTMENTS, LLC (HUDSON WI)

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Licenses & Designations

BC

Issued 07/13/2021

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 04/05/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/26/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/26/2021

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Aaron Habermann. Review regulatory record here.
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