Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Kosch is a financial advisor with over 17 years of experience in the industry. Aaron is currently registered with LPL Financial LLC and is licensed in 14 states. Aaron has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Prior to joining LPL Financial LLC, Aaron worked with Securities America, Inc., First National Capital Markets, Primevest Financial Services, Inc., and Edward Jones. Aaron is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
1
2
NE
02/03/2020 - Present
LPL Financial LLC (COLUMBUS NE)
NE
11/19/2010 - 02/04/2020
SECURITIES AMERICA, INC. (COLUMBUS NE)
NE
06/01/2010 - 11/29/2010
FIRST NATIONAL CAPITAL MARKETS (COLUMBUS NE)
NE
01/12/2006 - 06/02/2010
PRIMEVEST FINANCIAL SERVICES, INC. (COLUMBUS NE)
NE
11/29/2005 - 01/06/2006
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
06/03/2003 - 11/30/2005
EDWARD JONES (OMAHA NE)
BOTH
Issued 09/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Aaron Kosch is the right advisor for you? Invested Better is here to help.
