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Aaron Oborn

Bangerter Financial Services, Inc.

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About Aaron Oborn

Aaron Oborn is an Investment Advisor Representative associated with Bangerter Financial Services, Inc. Aaron holds Series 7, 63 and 66 securities licenses as well as the SIE exam. Aaron has been in the securities industry for 7 years and is active in both California and Nevada. Aaron specializes in providing financial planning services to individuals and families, as well as pension consulting for businesses. Aaron is also a commercial real estate broker with ReMax Commercial Solutions.

Firm Information

Aaron Oborn is currently registered with Bangerter Financial Services, Inc.. Bangerter Financial Services, Inc. is an independent financial advisory firm with a focus on providing financial planning, portfolio management, and selection of other advisors services. The firm has 6 investment advisor representatives and manages approximately $65.9 million in assets for 339 clients. Their client base includes individuals, high-net-worth individuals, corporations, and pension plans.

$65.87M

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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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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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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percentage of assets

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

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other

Referral fees

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Aaron Oborn’s Registration & Firm History

NV

09/06/2022 - Present

Bangerter Financial Services, Inc. (BOULDER CITY NV)

NV

05/07/2021 - 11/05/2021

WELLS FARGO CLEARING SERVICES, LLC (HENDERSON NV)

CA

07/12/2019 - 01/11/2021

TD AMERITRADE, INC. (ROSEVILLE CA)

CA

07/10/2015 - 06/11/2019

FIDELITY BROKERAGE SERVICES LLC (SACRAMENTO CA)

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Licenses & Designations

BOTH

Issued 03/04/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/17/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/10/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aaron Oborn.
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