linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Aron Gregory Wong

McManus Cooper

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

About Aron Gregory Wong

Aron Wong is a financial advisor with over 2 years of experience in the industry. He is currently registered as an Investment Advisor Representative with McManus Cooper and has previously been registered with Northwestern Mutual Investment Services, LLC. He specializes in providing financial planning, portfolio management, and pension consulting services. Aron holds a Series 63, SIE and Series 6TO license. Aron is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Aron Wong is currently registered with McManus Cooper. McManus Cooper is a financial advisory firm based in Irvine, CA, with over 40 licensed agents and investment advisor representatives. They provide a variety of services including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Their client base includes high-net-worth individuals, corporations, charitable organizations, and pension plans. They manage over $2.5 billion in assets and participate in wrap fee programs.
McManus Cooper

9870 RESEARCH DRIVE

IRVINE, CA 92618

$2.56B

Assets Under Management

17

Total Clients

50

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

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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.

check

other

Solicitor/referral fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

Aron Wong’s Registration & Firm History

CA

04/05/2023 - Present

McManus Cooper (IRVINE CA)

CA

11/12/2020 - 06/22/2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (IRVINE CA)

Not sure if Aron Gregory Wong is right for you?

Licenses & Designations

BC

Issued 01/14/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/12/2020

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aron Gregory Wong.
Not sure if Aron Gregory Wong is right for you?