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Aaron Mathew Wassenaar

Fiduciary Financial Advisors

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About Aaron Mathew Wassenaar

Aaron Wassenaar is a financial advisor who is currently registered with Fiduciary Financial Advisors. Aaron is a Registered Representative and Investment Advisor Representative in Michigan. Aaron has been in the financial services industry since 2007. Prior to Fiduciary Financial Advisors, Aaron worked at Action Point Retirement Group LLC and Edward Jones. Aaron holds the Series 7 and Series 66 licenses. Aaron specializes in financial planning and portfolio management for individuals and businesses. Aaron has experience working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Aaron’s office is located in Grand Rapids, Michigan.

Firm Information

Aaron Wassenaar is currently registered with Fiduciary Financial Advisors. Fiduciary Financial Advisors is an investment advisor registered with the SEC based in GRAND RAPIDS, MI. The firm manages approximately $555,420,848 in assets for 1,294 clients, including individuals, corporations, charitable organizations, and pension plans. The firm specializes in financial planning and portfolio management for individuals and businesses. They offer a wrap fee program and provide corporate employee education services.
Fiduciary Financial Advisors

124 FULTON ST. EAST

GRAND RAPIDS, MI 49503

$555.42M

Assets Under Management

Not reported

Total Clients

31

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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corporate employee education services

Corporate employee education services

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 Wassenaar’s Registration & Firm History

MI

02/29/2024 - Present

Fiduciary Financial Advisors (GRAND RAPIDS MI)

MI

07/18/2011 - 08/15/2014

OPPENHEIMER & CO. INC. (GRAND RAPIDS MI)

MI

11/06/2009 - 07/18/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GRAND RAPIDS MI)

MI

07/15/2008 - 11/02/2009

WADDELL & REED, INC. (GRAND RAPIDS MI)

MI

08/14/2007 - 07/02/2008

EDWARD JONES (WAYLAND MI)

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Licenses & Designations

BOTH

Issued 08/24/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/13/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Mathew Wassenaar.
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