Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Kolich is a registered Investment Advisor Representative with Prime Capital Financial. Aaron is licensed in Kansas and has been in the industry since 2014. Aaron specializes in providing financial planning, portfolio management, and retirement plan services to individuals, businesses, and institutions. Aaron is committed to helping clients achieve their financial goals through personalized advice and strategies. In addition to working with clients, Aaron also provides educational seminars on various financial topics.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
08/04/2023 - Present
Prime Capital Financial (OVERLAND PARK KS)
IA
Issued 08/04/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Aaron Kolich is the right advisor for you? Invested Better is here to help.
