Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Stockmann is a financial advisor registered with Prime Capital Financial. Aaron has been in the industry since April 2023 and has experience with both individual and business clients. Aaron is licensed in Kansas. He is also a registered investment advisor representative with Prime Capital Investment Advisors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
07/15/2024 - Present
Prime Capital Financial (OVERLAND PARK KS)
KS
04/24/2023 - 07/11/2024
MORGAN STANLEY (Wichita KS)
BOTH
Issued 05/31/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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