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Pension Consulting Services Advisors in Arizona
5,404 Results
Unclaimed

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Jay Spahr is a financial advisor at Osaic Wealth, Inc. Aaron has been in the securities industry since May 27, 1997. Aaron holds FINRA Series 7, Series 24, Series 66, Series 99TO, and SIE licenses. Aaron is registered in Nebraska. The firm, Osaic Wealth, Inc., is based in Scottsdale, Arizona, and provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Osaic Wealth, Inc. has 437201 total accounts, 397196 of those are discretionary and 40005 are non-discretionary. The firm's total assets under management are 94557613744.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Eugene Adams is an investment advisor representative with Osaic Wealth, Inc., based in Scottsdale, Arizona. Aaron has been in the financial services industry since June 2011. Osaic Wealth, Inc. provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Aaron is also registered with the state of Minnesota as both a broker-dealer and an investment advisor.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SCOTTSDALE, AZ

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Aaron Berger is a financial advisor who has been in the industry since 1994. Currently, Aaron is registered with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been with them since 2009. Before that, Aaron was with BANC of AMERICA INVESTMENT SERVICES, INC. Aaron is registered to offer investment advice in several states including Arizona, California, Colorado, Texas, and others.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Mariner Wealth | CFA ® (Certifications)

location

SCOTTSDALE, AZ

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Clark is an investment advisor representative and associated person at Mariner Wealth Advisors. Aaron is registered with the Securities and Exchange Commission and has been in the industry since 2008. The individual specializes in a variety of services, including investment planning, retirement planning, and portfolio management. Aaron is a Chartered Financial Analyst and has earned numerous certifications in the financial services industry. He is dedicated to providing clients with personalized financial advice to help them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Osaic Wealth, Inc. | CFP ® (Certifications)

location

SCOTTSDALE, AZ

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Timothy Winters is a financial advisor with over 17 years of experience in the financial services industry. Aaron has a strong background in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Aaron holds the Certified Financial Planner designation and has passed numerous securities and investment industry exams. Aaron is currently registered with Osaic Wealth, Inc. and has previously worked with Securities America, Inc., Raymond James Financial Services, Inc., First National Capital Markets, and MML Investors Services, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

TUCSON, AZ

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Gaecke is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Aaron is currently registered in Arizona, California, Colorado, Florida, Nevada, New Mexico, Texas, and Utah. Aaron has over 7 years of experience in the financial services industry. Aaron has a strong background in both brokerage and investment advisory services. Aaron is dedicated to providing personalized financial advice to help clients reach their financial goals.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed
location

GILBERT, AZ

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Forrester is a financial advisor with Morgan Stanley. He has been in the financial services industry since 2017. He currently holds licenses to provide financial advice in 53 states and Puerto Rico. Aaron has a background in retail and customer service, and has also held positions in finance and business development. He has experience providing financial advice to individuals, businesses, and institutions. His client base includes insurance companies, investment companies, charitable organizations, high-net-worth individuals, and corporations. Aaron is passionate about helping his clients achieve their financial goals. He believes that everyone should have access to quality financial advice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Commonwealth Financial Network

location

Phoenix, AZ

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Lee Albers is a financial advisor at Commonwealth Financial Network, a firm with over 2500 licensed agents and 3300 investment advisor representatives. Aaron specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Aaron has passed the Series 7TO, SIE, and Series 66 exams, and is registered with the state of Arizona.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Foothills Advisors, LLC | CFP ® (Certifications)

location

Cave Creek, AZ

0 Disclosures

ADVISOR BIO

Aaron Coates is a financial advisor associated with Foothills Advisors, LLC. Aaron has 8 years of experience in the financial industry. Aaron is licensed to provide advisory services in Arizona. Aaron is a Certified Financial Planner™. Aaron is also a licensed CPA. Aaron is affiliated with Foothills Accounting & Tax, PLLC.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

Wealth Enhancement Advisory Services, LLC | CFP ®,CFA ® (Certifications)

location

PRESCOTT, AZ

0 Disclosures

ADVISOR BIO

Aaron Johnson is a financial advisor with over 20 years of experience in the industry. Aaron is currently registered with Wealth Enhancement Advisory Services, LLC, and holds several professional designations including Certified Financial Planner and Chartered Financial Analyst. Aaron has a strong background in providing financial advice to individuals, corporations, and charitable organizations. He also has experience working with pension and profit-sharing plans. Aaron specializes in providing financial planning, retirement planning, and investment management services to clients. Prior to joining Wealth Enhancement Advisory Services, LLC, Aaron held positions with QA3 FINANCIAL CORP., CAMBRIDGE INVESTMENT RESEARCH, INC., SUNAMERICA SECURITIES, INC., RETIREMENT WEALTH ADVISORS, INC, and AARON L. JOHNSON & COMPANY.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
ERISA 3(38) INVESTMENT MANAGER

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