Aaron Krauss (CRD# 5344838) is an Investment Advisor Representative working at Bahl & Gaynor Inc. in Cincinnati, OH and has over 14 years of experience in the finance industry.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Quasar Distributors, LLC | Brookhaven, GA | Oct 2023 - Current | < 1 |
Bg Is, LLC | Brookhaven, GA | Sep 2023 - Current | < 1 |
Cuna Mutual Group | Waverly, IA | Jun 2022 - Aug 2023 | 1 |
Cuna Brokerage Services, Inc. | Waverly, IA | Jun 2022 - Aug 2023 | 1 |
Invesco | Atlanta, GA | Sep 2020 - Jun 2022 | 1 |
John Hancock Distributors LLC | Atlanta, GA | Jun 2016 - Aug 2020 | 4 |
John Hancock | Atlanta, GA | May 2016 - Aug 2020 | 4 |
Independent Contractor | Pennington, NJ | Mar 2013 - May 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2009 |
S63 | Uniform Securities State Law Examination | May 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- ID
-
Total Assets Under Management18,030MILLIONS
-
Total Number of Accounts2,932ACCOUNTS
-
Average Account Value$6,149,342
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.