linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Aaron Paynter Ammerman

Alpha Financial Partners LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Aaron? Claim Your Profile

About Aaron Paynter Ammerman

Aaron Ammerman is a financial advisor with Alpha Financial Partners LLC. Aaron Ammerman has been a registered representative since 1995, and has experience in the industry. Aaron Ammerman specializes in financial planning, portfolio management for individuals, and selection of other advisors. Alpha Financial Partners LLC is based in Lexington, KY. The firm primarily serves high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.

Firm Information

Aaron Ammerman is currently registered with Alpha Financial Partners LLC. Alpha Financial Partners LLC is a Kentucky-based registered investment advisor with over $295 million in regulatory assets under management. They provide financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. They also offer services to select other investment advisors.
Alpha Financial Partners LLC

710 E. MAIN STREET

LEXINGTON, KY 40502

$295.00M

Assets Under Management

Not reported

Total Clients

3

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Aaron Ammerman’s Registration & Firm History

KY

01/01/2025 - Present

Alpha Financial Partners LLC (LEXINGTON KY)

KY

03/04/2020 - 12/31/2022

PURSHE KAPLAN STERLING INVESTMENTS (Lexington KY)

KY

10/12/1995 - 01/14/2020

UBS FINANCIAL SERVICES INC. (LEXINGTON KY)

Not sure if Aaron Paynter Ammerman is right for you?

Licenses & Designations

IA

Issued 01/23/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/20/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Paynter Ammerman.
Not sure if Aaron Paynter Ammerman is right for you?