Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Elkins is a financial advisor with over 20 years of experience in the financial services industry. He is currently registered with LPL Financial LLC in Wayzata, Minnesota. Prior to joining LPL Financial, Aaron worked with BMO HARRIS FINANCIAL ADVISORS, INC. and THRIVENT INVESTMENT MANAGEMENT INC. Aaron holds the Series 7, Series 24 and Series 66 licenses and is a Certified Financial Planner. His experience includes providing financial planning, investment management, and consulting services to a wide range of clients, including individuals, families, businesses, and retirement plans.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
03/24/2021 - Present
LPL Financial LLC (WAYZATA MN)
MN
10/16/2012 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (EDINA MN)
MN
11/05/2003 - 10/19/2012
THRIVENT INVESTMENT MANAGEMENT INC. (MINNETONKA MN)
IA
12/18/2001 - 04/10/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
04/30/2001 - 12/17/2001
AXA ADVISORS, LLC (NEW YORK NY)
MN
10/24/2000 - 04/25/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/24/2000 - 04/25/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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