Aaron AnsonCRD Number: 5485928
Current Firm: Frontier Wealth Management, LLC
Aaron Anson (CRD# 5485928) is an Investment Advisor Representative working at Frontier Wealth Management, LLC in Kansas City, MO and has over 3 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Frontier Wealth Management||Kansas City, MO||Nov 2013 - Current||3|
|Schwab Performance Technologies||Overland Park, KS||May 2006 - Nov 2013||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2013|
Total Assets Under Management1,461MILLIONS
Total Number of Accounts4,928ACCOUNTS
Average Account Value$296,441
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, FL, GA, IL, KS, LA, MA, MO, NE, NY, OK, PA, SC, TX, VA
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