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Aaron Pearce

Wealth Enhancement Advisory Services, LLC

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About Aaron Pearce

Aaron Pearce is an investment advisor representative with Wealth Enhancement Advisory Services, LLC. Aaron has been in the financial services industry since 2005. Aaron has a background in providing investment advisory services. Aaron has registrations in California and Minnesota.

Firm Information

Aaron Pearce is currently registered with Wealth Enhancement Advisory Services, LLC. Wealth Enhancement Advisory Services, LLC is a financial advisor based in Plymouth, Minnesota, with over 600 employees and over $72 billion in assets under management. They offer financial planning, pension consulting, and portfolio management services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. They also provide educational seminars and select other advisors.
Wealth Enhancement Advisory Services, LLC

505 NORTH HWY 169

PLYMOUTH, MN 55441

$72.02B

Assets Under Management

177

Total Clients

643

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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erisa 3(38) investment manager

Erisa 3(38) investment manager

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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fixed fees

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

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percentage of assets

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

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other

Fees received from third party investment advisors

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Aaron Pearce’s Registration & Firm History

CA

09/18/2023 - Present

Wealth Enhancement Advisory Services, LLC (SAN DIEGO CA)

CA

06/06/2019 - 06/06/2023

COMMONWEALTH FINANCIAL NETWORK (SAN DIEGO CA)

CA

02/28/2019 - 05/31/2019

DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. (SAN DIEGO CA)

CA

07/05/2016 - 02/13/2017

SELECT CAPITAL CORPORATION (SAN JUAN CAPISTRANO CA)

CA

05/19/2015 - 06/01/2016

CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)

CO

05/19/2015 - 06/01/2016

CETERA ADVISORS LLC (GREENWOOD VILLAGE CO)

IL

05/19/2015 - 06/01/2016

CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)

MN

05/19/2015 - 06/01/2016

CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)

CA

03/22/2010 - 06/01/2016

FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)

VA

09/30/2008 - 07/29/2009

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

TN

03/29/2007 - 12/12/2007

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)

NJ

12/18/2006 - 12/31/2006

AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)

NJ

04/02/2001 - 11/08/2006

AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)

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Licenses & Designations

BOTH

Issued 05/31/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/27/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/13/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2012

Series 7 - General Securities Representative Examination

BC

Issued 03/30/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aaron Pearce.
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