Aaron Britz, financial advisor Mankato MN

Aaron Britz

CRD Number: 4440065
Current Firm: Legacy Retirement Advisors

Aaron Britz (CRD# 4440065) is an Investment Advisor Representative working at Legacy Retirement Advisors in Mankato, MN and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Legacy Wealth Management Mankato, MN Apr 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
S65 NASAA Investment Advisors Law Examination Sep 2009
Contact Info for Aaron J. Britz
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $85,431
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
Types of Clients
Registered States

MN

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