Aaron ZidenbergCRD Number: 6072682
Current Firm: True Private Wealth Advisors, LLC
Compensation Model: Fee Only
Aaron Zidenberg (CRD# 6072682) is an Investment Advisor Representative working at True Private Wealth Advisors, LLC in Salem, OR and has over 10 years of experience in the finance industry.
H. Beck, Inc.
Sagepoint Financial, Inc.
Finley Financial, LLC
|True Private Wealth Advisors, LLC||Salem, OR||Jan 2016 - Current||< 1|
|Fisher Investments||Woodside, CA||Aug 2011 - Nov 2015||4|
|Unemployed||Richmond, CA||May 2011 - Aug 2011||< 1|
|K-force||San Francisco, CA||Apr 2011 - May 2011||< 1|
|Igs||Boston, MA||May 2010 - Apr 2011||< 1|
|Awareness Technologies||Marina Del Rey, CA||Jul 2008 - May 2010||1|
|Igs||Boston, MA||Aug 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2012|
Total Assets Under Management533MILLIONS
Total Number of Accounts2,777ACCOUNTS
Average Account Value$191,984
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, NE, OR, TX, WA
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.