Unclaimed
Aaron Johnson is a financial advisor with over 20 years of experience in the industry. Aaron is currently registered with Wealth Enhancement Advisory Services, LLC, and holds several professional designations including Certified Financial Planner and Chartered Financial Analyst. Aaron has a strong background in providing financial advice to individuals, corporations, and charitable organizations. He also has experience working with pension and profit-sharing plans. Aaron specializes in providing financial planning, retirement planning, and investment management services to clients. Prior to joining Wealth Enhancement Advisory Services, LLC, Aaron held positions with QA3 FINANCIAL CORP., CAMBRIDGE INVESTMENT RESEARCH, INC., SUNAMERICA SECURITIES, INC., RETIREMENT WEALTH ADVISORS, INC, and AARON L. JOHNSON & COMPANY.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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 received from third party investment advisors
1
2
AZ
11/21/2023 - Present
Wealth Enhancement Advisory Services, LLC (PRESCOTT AZ)
CA
07/16/2002 - 11/06/2006
QA3 FINANCIAL CORP. (IRVINE CA)
IA
08/11/2000 - 07/15/2002
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
AZ
06/25/1997 - 08/15/2000
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 07/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/07/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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