Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you B? Claim Your ProfileB. Aaron Martin is a financial advisor with Osaic Wealth, Inc. with over 25 years of experience in the industry. B. Aaron Martin is registered to provide investment advice in Illinois, Iowa, Kansas, Missouri and Oklahoma. B. Aaron Martin also offers insurance services through Sagepoint Financial.
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.
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
MO
09/01/2023 - Present
Osaic Wealth, Inc. (KANSAS CITY MO)
MO
11/11/2011 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (KANSAS CITY MO)
MO
01/30/2009 - 11/16/2011
NEXT FINANCIAL GROUP, INC. (KANSAS CITY MO)
KS
08/18/2006 - 02/11/2009
UBS FINANCIAL SERVICES INC. (LEAWOOD KS)
KS
01/04/2001 - 08/21/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (OVERLAND PARK KS)
IL
10/01/1997 - 12/06/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
04/18/1997 - 10/02/1997
BHCM INC. (HOUSTON TX)
IA
Issued 12/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/09/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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