Invested Better
Unclaimed

Unclaimed

Unclaimed

Aaron Winfield Seil

True Wealth Design, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Aaron? Claim Your Profile

About Aaron Winfield Seil

Aaron Seil is a financial advisor with True Wealth Design, LLC, in Akron, OH. Aaron has been in the financial industry since 1999. Aaron Seil has a Series 7, Series 9, Series 10 and Series 63 licenses. Aaron is also a Chartered Financial Analyst. Aaron Seil is a Registered Investment Advisor (IA) with the state of Ohio.

Firm Information

Aaron Seil is currently registered with True Wealth Design, LLC. True Wealth Design, LLC is an investment advisory firm based in Akron, OH. The firm provides financial planning, pension consulting, and educational seminars. They specialize in portfolio management for individuals and have approximately $561,078,167 in assets under management. Their client base consists of high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. True Wealth Design, LLC has been registered with the SEC since 2021 and is a member of the National Association of Personal Financial Advisors (NAPFA).
True Wealth Design, LLC

700 GHENT ROAD

AKRON, OH 44333

$561.08M

Assets Under Management

Not reported

Total Clients

7

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Aaron Seil’s Registration & Firm History

OH

04/27/2021 - Present

True Wealth Design, LLC (AKRON OH)

NE

06/09/1999 - 12/15/2000

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

Not sure if Aaron Winfield Seil is right for you?

Licenses & Designations

BC

Issued 07/22/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/04/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/10/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 06/08/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Winfield Seil.
Not sure if Aaron Winfield Seil is right for you?