Aa Financial Advisors, LLC

Aa Financial Advisors, LLC (CRD# 119829) is a financial advisory firm headquartered in Columbus, OH. They manage $48,575,000 in 290 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    290
    ACCOUNTS
  • Average Account Value
    $167,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, OH, TX

Financial Advisors at Aa Financial Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Ralph Antolino
CRD#: 1007885
150 E. Broad St., Suite 100, Columbus, OH 43215

Ralph Antolino (CRD# 1007885) is an Investment Advisor Representative working at Aa Financial Advisors, LLC in Columbus, OH and has over 34 years of experience in the finance industry.

2
Maureen E. Armstrong
CRD#: 1911853
150 E. Broad St., Suite 100, Columbus, OH 43215

Maureen Armstrong (CRD# 1911853) is an Investment Advisor Representative working at Aa Financial Advisors, LLC in Columbus, OH and has 1 year of experience in the finance industry. Maureen Armstrong 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.

3
Christian M. Hertl
CRD#: 4914511
150 E. Broad St., Suite 100, Columbus, OH 43215

Christian Hertl (CRD# 4914511) is an Investment Advisor Representative working at Aa Financial Advisors, LLC in Columbus, OH and has 1 year of experience in the finance industry. Christian Hertl 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.

4
James J. Karsatos
CRD#: 2062755
150 E. Broad St., Ste. 100, Columbus, OH 43215

James Karsatos (CRD# 2062755) is an Investment Advisor Representative working at Aa Financial Advisors, LLC in Columbus, OH and has over 30 years of experience in the finance industry.

5
James E. Morrison
CRD#: 1300151
530 Second Ave, Suite C, Gallipolis, OH 45631

James Morrison (CRD# 1300151) is an Investment Advisor Representative working at Aa Financial Advisors, LLC in Gallipolis, OH and has over 34 years of experience in the finance industry. James Morrison 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.

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