Aaron Hersch, financial advisor Englewood CO
71 score

Aaron Hersch

CRD Number: 1297015
Current Firm: Denver Wealth Advisors

Aaron Hersch (CRD# 1297015) is an Investment Advisor Representative working at Denver Wealth Advisors in Englewood, CO and has over 24 years of experience in the finance industry. Aaron Hersch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Denver Wealth Advisors Englewood, CO Feb 2015 - Current 1
A&i Financial Services, LLC Englewood, CO Jun 2009 - Feb 2015 5
Geneos Wealth Management Inc. Englewood, CO Jun 2009 - Feb 2015 5
Aaron C. Hersch Greenwood Village, CO Jun 1997 - Jun 2009 12
The Montclair Group, Inc. Greenwood Village, CO Aug 1986 - Jun 2009 22
Multi-financial Securities Corporation Denver, CO Feb 2009 - Mar 2009 < 1
Centaurus Financial Inc. Anaheim, CA Nov 2008 - Nov 2008 < 1
Securities America, Inc. Greenwood Village, CO Oct 2006 - Aug 2008 1
Securities America Advisors, Inc. Greenwood Village, CO Oct 2006 - Aug 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1992
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Aaron C. Hersch
Phone Number: 303-884-2296
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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