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Aaron Mark Soden

Vicus Capital, Inc.

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About Aaron Mark Soden

Aaron Mark Soden is a financial professional registered with Vicus Capital, Inc. Aaron has been in the financial industry since 2016. Aaron has a Series 6, Series 63 and Series 65 license and is registered to offer investment advice in Pennsylvania, New York, and Arkansas. Aaron has experience working with a range of clients, including individuals, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Aaron provides financial planning, pension consulting, and portfolio management for individuals. Aaron is also registered with Nationwide Securities, LLC, where Aaron worked from 2016 to 2019.

Firm Information

Aaron Soden is currently registered with Vicus Capital, Inc.. Vicus Capital, Inc. is an investment advisor based in STATE COLLEGE, PA, with 67 licensed agents and 87 investment advisor representatives. They advise individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm has over $2 billion in regulatory assets under management. They offer financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services.
Vicus Capital, Inc.

476 ROLLING RIDGE DRIVE

STATE COLLEGE, PA 16801

$2.25B

Assets Under Management

297

Total Clients

73

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Aaron Soden’s Registration & Firm History

PA

02/18/2020 - Present

Vicus Capital, Inc. (Lakewood PA)

PA

04/15/2016 - 10/01/2019

NATIONWIDE SECURITIES, LLC (NEW MILFORD PA)

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Licenses & Designations

IA

Issued 02/18/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/15/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/15/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aaron Mark Soden.
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