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 19 years of experience in the finance industry.

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Company Name Location Dates Years
Legacy Wealth Management Mankato, MN Apr 2012 - Current 8
Lpl Financial Mankato, MN Oct 2009 - Apr 2012 2
Brookstone Securities, Inc. Lakeland, FL Oct 2006 - Sep 2009 2
National Planning Corporation Cannon Falls, MN Sep 2004 - Sep 2006 2
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
Phone Number: 507-519-0414
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    11
    MILLIONS
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $76,231
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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