Aptus Financial, LLC

Aptus Financial, LLC (CRD# 280033) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

AR

Financial Advisors at Aptus Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Sarah C. Gutierrez
CRD#: 3246817
111 Center St, Suite 1200, Little Rock, AR 72201
96
Wealthminder
score

Sarah Gutierrez (CRD# 3246817) is an Investment Advisor Representative working at Aptus Financial, LLC in Little Rock, AR and has over 9 years of experience in the finance industry. Sarah Gutierrez 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.

2
Harold A. Terry
CRD#: 1294936
Little Rock, AR
90
Wealthminder
score

Harold Terry (CRD# 1294936) is an Investment Advisor Representative working at Aptus Financial, LLC in Little Rock, AR and has 1 year of experience in the finance industry.

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