Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Steven Herwig is a financial advisor with over 23 years of experience in the financial services industry. Aaron is currently registered with The Wealth Consulting Group and has also been registered with other firms in the past, including Waddell & Reed, Ameriprise Financial Services, Inc., and Wachovia Securities, LLC. Aaron holds multiple licenses and certifications, including the Series 63, Series 65, Series 7, and SIE exams. Aaron specializes in providing financial planning and investment management services to individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
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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2
NV
07/14/2023 - Present
THE Wealth Consulting Group (LAS VEGAS NV)
MO
03/14/2012 - 11/21/2017
WADDELL & REED (CREVE COEUR MO)
KS
10/05/2009 - 03/19/2012
AMERIPRISE FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
KS
10/22/2004 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (OVERLAND PARK KS)
MO
11/13/2000 - 11/18/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
IA
Issued 12/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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