Aaron Sloan (CRD# 6811910) is an Investment Advisor Representative working at United Advisor Group in Springfield, MO and has over 6 years of experience in the finance industry.
CRD# 5600823
Ameriprise Financial Services, LLC
CRD# 1351311
Edward Jones
CRD# 2020476
Pension Consultants Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Advisor Group | Springfield, MO | Feb 2023 - Current | 1 |
| Sherwood Community Bank | Harrisonville, MO | May 2021 - Current | 3 |
| The O.n. Equity Sales Company | Cincinnati, OH | Jun 2017 - Current | 6 |
| Strategic Financial Concepts | Harrisonville, MO | Aug 2016 - Current | 7 |
| Ohio National Financial Services | Cincinnati, OH | Jul 2016 - Current | 7 |
| Aaron Sloan Insurance Practice | Springfield, MO | Jun 2016 - Current | 7 |
| Southwest Baptist University | Bolivar, MO | May 2012 - May 2017 | 5 |
| Southwest Baptist University | Bolivar, MO | Jul 2014 - May 2016 | 1 |
| Kanakuk Kamps | Lampe, MO | May 2015 - Aug 2015 | < 1 |
| Sherwood Community Bank | Harrisonville, MO | Dec 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2017 |
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Total Assets Under Management579MILLIONS
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Total Number of Accounts5,955ACCOUNTS
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Average Account Value$97,191
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, FL, HI, ID, IL, IN, KY, MD, MI, MN, MO, NC, OH, SC, TN, TX
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