Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Fossum is a financial advisor with LPL Financial LLC, a leading independent broker-dealer and investment advisor. Aaron has over 20 years of experience in the financial services industry and is dedicated to helping individuals and families achieve their financial goals. Aaron holds a Series 6 and Series 63 license and is registered with the state of Minnesota. Prior to joining LPL Financial LLC, Aaron worked with INVESTMENT CENTERS OF AMERICA, INC., CETERA INVESTMENT SERVICES LLC, and THRIVENT INVESTMENT MANAGEMENT INC. Aaron is committed to providing his clients with personalized financial advice and strategies that are tailored to their individual needs.
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.
Consulting and other non-discretionary advisory services
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.
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MN
11/29/2017 - Present
LPL Financial LLC (KENYON MN)
MN
12/02/2013 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (KENYON MN)
MN
11/12/2004 - 12/20/2013
CETERA INVESTMENT SERVICES LLC (KENYON MN)
MN
08/29/2002 - 10/07/2004
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BC
Issued 10/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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