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Aaron Lawrence Love

Copperwynd Financial

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About Aaron Lawrence Love

Aaron Lawrence Love is a registered Investment Advisor Representative associated with Copperwynd Financial. Aaron Love holds Series 63, Series 65, Series 7TO and SIE licenses and has been in the industry since 2022. Aaron Love previously worked at Fidelity Brokerage Services LLC. The individual advisor is based in South Jordan, UT and has been registered in Utah.

Firm Information

Aaron Love is currently registered with Copperwynd Financial. Copperwynd Financial is an investment advisory firm headquartered in Scottsdale, Arizona. The firm provides a range of services, including portfolio management for individuals, businesses, and pension plans. With a focus on individual investors, the firm manages over $530 million in assets for 1,938 clients. The firm offers educational seminars and participates in wrap fee programs.
Copperwynd Financial

14256 N. NORTHSIGHT BLVD.

SCOTTSDALE, AZ 85260

$530.55M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Love’s Registration & Firm History

UT

06/27/2024 - Present

Copperwynd Financial (South Jordan UT)

UT

07/29/2022 - 01/17/2024

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

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Licenses & Designations

BC

Issued 08/08/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/25/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/29/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/22/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Lawrence Love.
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