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Aaron Michelsen is a registered representative and investment advisor representative with Transamerica Retirement Advisors, LLC. Aaron is currently located in Colorado Springs, CO. Aaron has been in the industry since 2014. Aaron has passed the Series 66 exam. Aaron has specialized in providing financial advice to individuals, pension and profit-sharing plans, and businesses. Aaron's previous employers include T. Rowe Price, Verizon Wireless, and GWFS Equities, Inc.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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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CO
10/09/2024 - Present
Transamerica Retirement Advisors, LLC (Colorado Springs CO)
Active
Inactive
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