Unclaimed
Aaron Ells is a financial advisor with Thrivent Advisor Network, LLC. Aaron has been in the financial industry since 2012. Aaron is a CERTIFIED FINANCIAL PLANNER™ professional. Aaron has a Series 66 license and a Series 7 license. Aaron also holds a SIE license. Aaron is registered with the state of Montana and Texas. Aaron specializes in providing financial advice to individuals, families, and businesses. Aaron is also a board member of the Northwest Montana Estate Planning Council.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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MN
08/17/2022 - Present
Thrivent Advisor Network, LLC (MINNEAPOLIS MN)
MT
10/29/2012 - 10/07/2020
THRIVENT INVESTMENT MANAGEMENT INC. (KALISPELL MT)
BOTH
Issued 11/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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