Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Cullen is a financial advisor with over 25 years of experience in the financial services industry. Aaron has a strong background in public accounting, having worked as a CPA-Partner for Honkamp Krueger & Co PC since 1997. Aaron is registered as an Investment Advisor Representative (IAR) with Avantax Planning Partners, Inc., which is the investment advisor arm of Honkamp Krueger Financial Services. Aaron is also a member of Law Building Co., LLP, a real estate rental company. Aaron is committed to providing comprehensive financial planning services to individuals, families, and businesses. Aaron has a deep understanding of the investment markets and is dedicated to helping clients achieve their financial goals.
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.
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.
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.
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WI
10/03/2013 - Present
Avantax Planning Partners, Inc. (PLATTEVILLE WI)
WI
07/16/2013 - 10/01/2020
PROEQUITIES, INC. (PLATTEVILLE WI)
IA
Issued 10/02/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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