Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Koykkari is a financial advisor in Milwaukee, WI. Aaron has been working in the financial services industry since 2016. Aaron is currently registered with Robert W. Baird & Co. Inc. Previously, Aaron was employed at Ameriprise Financial Services, LLC, Securian Financial Services, Inc., BMO Harris Financial Advisors, Inc., Edward Jones, and Cetera Investment Services LLC.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
WI
08/21/2023 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
WI
12/15/2021 - 05/30/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Oconomowoc WI)
WI
11/10/2020 - 12/14/2021
SECURIAN FINANCIAL SERVICES, INC. (Milwaukee WI)
WI
09/24/2019 - 10/30/2020
BMO HARRIS FINANCIAL ADVISORS, INC. (BROOKFIELD WI)
WI
12/19/2016 - 08/07/2019
EDWARD JONES (OCONOMOWOC WI)
WI
04/11/2016 - 12/12/2016
CETERA INVESTMENT SERVICES LLC (WAUKESHA WI)
BOTH
Issued 02/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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