Aaron Smith, financial advisor Renton WA
90 score

Aaron Smith

CRD Number: 5616599
Current Firm: Ameriprise Financial Services, Inc.

Aaron Smith (CRD# 5616599) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Renton, WA and has over 4 years of experience in the finance industry.

Similar Advisors
Matt Mormino, financial advisor Renton WA
Matt Mormino
CRD# 5962359
Brighton Jones LLC
Score
105
Similar Advisors
Sunil Sanghvi, financial advisor Renton WA
Sunil N. Sanghvi
CRD# 5545981
Edward Jones
Score
100
Similar Advisors
Mark Bergeron, financial advisor Renton WA
Mark A. Bergeron
CRD# 839130
Wlfb Inc.
Score
103
Company Name Location Dates Years
University Of Washinton Bothell, WA Jan 2009 - Current 7
Ameriprise Financial Services Inc. Renton, WA Oct 2008 - Current 8
Cascadia Community College Bothell, WA Sep 2007 - Current 9
Washington State University Pullman, WA Aug 2006 - Current 10
School Bothell, WA Jan 2000 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2012
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for Aaron M. Smith
Phone Number: 612-671-3131
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Aaron Smith and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.