Aaron Foster (CRD# 6553959) is an Investment Advisor Representative working at Compound Planning in Windsor, CO and has over 8 years of experience in the finance industry. Aaron Foster has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Compound Planning | New York, NY | Jan 2024 - Current | < 1 |
| Empower Advisory Group, LLC | Greenwood Village, CO | Apr 2023 - Jan 2024 | < 1 |
| Personal Capital Advisors Corporation | Windsor, CO | Feb 2023 - Apr 2023 | < 1 |
| Personal Capital Advisors Corporation | Centennial, CA | Feb 2022 - Feb 2023 | 1 |
| Mass Mutual Life Insurance Company | Milwaukee, WI | Oct 2021 - Feb 2022 | < 1 |
| Mml Investors Services LLC | Milwaukee, WI | Oct 2021 - Feb 2022 | < 1 |
| Charles Schwab Bank | Brookfield, WI | May 2017 - Oct 2021 | 4 |
| Charles Schwab & Company, Inc. | Brookfield, WI | Aug 2015 - Oct 2021 | 6 |
| Unemployed | San Jose, CA | Jun 2015 - Aug 2015 | < 1 |
| Randstad North America | San Francisco, CA | Mar 2015 - May 2015 | < 1 |
| Costco Wholesale | San Jose, CA | Nov 2014 - Feb 2015 | < 1 |
| San Jose State University | San Jose, CA | Aug 2014 - Oct 2014 | < 1 |
| Mufg Union Bank, N.a. | San Jose, CA | Jul 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2016 |
- CO
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Total Assets Under Management1,396MILLIONS
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Total Number of Accounts7,391ACCOUNTS
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Average Account Value$188,872
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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