Unclaimed
Aaron Paul Bagully is an investment advisor representative who has been in the industry since 2007. He currently works at Western Wealth Management LLC, where he is registered as an Investment Advisor Representative. He is also registered as a broker in several states. Aaron has a wide range of experience and specializations including securities, investment advisory, and financial planning services. Aaron’s previous experience includes working at Edward Jones, Jackson National Life Distributors LLC, and Allianz Life Financial Services. He is dedicated to providing clients with personalized financial advice and helping them 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.
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.
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.
1
2
CO
09/15/2023 - Present
Western Wealth Management LLC (Golden CO)
CO
09/10/2012 - 09/06/2023
EDWARD JONES (GLENDALE CO)
TN
11/01/2011 - 06/18/2012
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
MN
07/16/2007 - 10/28/2011
ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)
BOTH
Issued 10/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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