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Aaron Raburn Tice

Delphi Wealth Partners

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About Aaron Raburn Tice

Aaron Raburn Tice is a financial advisor at Delphi Wealth Partners. Aaron is a Certified Financial Planner™ professional with over 15 years of experience in the financial services industry. Aaron provides financial planning, portfolio management, and pension consulting services to individuals and families. He has a strong commitment to helping clients achieve their financial goals and is passionate about providing personalized financial advice. Aaron is also the owner of Tice Tax LTD, a tax preparation business.

Firm Information

Aaron Tice is currently registered with Delphi Wealth Partners. Delphi Wealth Partners is an investment advisor with 1 investment advisor representative and $51,231,660 in regulatory assets under management. They offer financial planning, pension consulting, and educational seminars. They primarily work with individuals other than high-net-worth, high-net-worth individuals, and pension and profit-sharing plans.

$51.23M

Assets Under Management

3

Total Clients

1

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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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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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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Aaron Tice’s Registration & Firm History

CO

08/17/2015 - Present

Delphi Wealth Partners (GRAND JUNCTION CO)

CO

07/13/2007 - 07/22/2015

AMERIPRISE FINANCIAL SERVICES, INC. (THORNTON CO)

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Licenses & Designations

BOTH

Issued 07/14/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/22/2015

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Aaron Raburn Tice. Review regulatory record here.
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