Aaron Spencer, financial advisor Greenwood Village CO

Aaron Spencer

CRD Number: 4757642
Current Firm: Advised Assets Group, LLC

Aaron Spencer (CRD# 4757642) is an Investment Advisor Representative working at Advised Assets Group, LLC in Greenwood Village, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Gwfs Equities, Inc. Englewood, CO Oct 2015 - Current 5
Marsync LLC Aurora, CO Jul 2015 - Oct 2015 < 1
Unemployed Aurora, CO Feb 2015 - Jul 2015 < 1
Scientific Drilling Casper, WY Aug 2014 - Jan 2015 < 1
Northwestern Mutual Denver, CO Apr 2007 - Jul 2014 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2015
S65 NASAA Investment Advisors Law Examination Jul 2019
Contact Info for Aaron R. Spencer
Phone Number: 844-302-2448
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    48,525
    MILLIONS
  • Total Number of Accounts
    42,784
    ACCOUNTS
  • Average Account Value
    $1,134,185
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

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

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