Aptus Financial, LLC

Aptus Financial, LLC (CRD# 280033) is a financial advisory firm headquartered in Little Rock, AR. They serve the financial needs of clients across 32 states (or territories).

Current Firm Details
2 Van Circle Ste 4, Little Rock, AR 72207
https://www.facebook.com/aptusfinancial
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, CA, CO, CT, FL, GA, IL, IN, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Aptus Financial, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Charles Duncan, financial advisor Little Rock AR
Charles M. Duncan
CRD#: 3073476
2 Van Circle Ste 4, Little Rock, AR 72207

Charles Duncan (CRD# 3073476) is an Investment Advisor Representative working at Aptus Financial, LLC in Little Rock, AR and has over 22 years of experience in the finance industry.

2
Sarah Gutierrez, financial advisor Little Rock AR
Sarah C. Gutierrez
CRD#: 3246817
2 Van Cir Ste 4, Little Rock, AR 72207

Sarah Gutierrez (CRD# 3246817) is an Investment Advisor Representative working at Aptus Financial, LLC in Little Rock, AR and has over 16 years of experience in the finance industry.

3
Timothy Quillin, financial advisor Little Rock AR
Timothy J. Quillin
CRD#: 2933473
2 Van Circle Ste 4, Little Rock, AR 72207

Timothy Quillin (CRD# 2933473) is an Investment Advisor Representative working at Aptus Financial, LLC in Little Rock, AR and has over 26 years of experience in the finance industry.

4
Erika Agard, financial advisor Windsor CO
Erika R. Agard
CRD#: 6302319
Windsor, CO

Erika Agard (CRD# 6302319) is an Investment Advisor Representative working at Aptus Financial, LLC in Windsor, CO and has over 8 years of experience in the finance industry.

5
Stephanie Matthews, financial advisor Little Rock AR
Stephanie R. Matthews
CRD#: 7325731
2 Van Circle Ste 4, Little Rock, AR 72207

Stephanie Matthews (CRD# 7325731) is an Investment Advisor Representative working at Aptus Financial, LLC in Little Rock, AR and has over 3 years of experience in the finance industry.

6
Megan Ringle, financial advisor Little Rock AR
Megan L. Ringle
CRD#: 7662832
2 Van Circle Ste 4, Little Rock, AR 72207

Megan Ringle (CRD# 7662832) is an Investment Advisor Representative working at Aptus Financial, LLC in Little Rock, AR and has 1 year of experience in the finance industry.

7
Xu Xu, financial advisor Little Rock AR
Xu Xu
CRD#: 7515468
2 Van Circle Ste 4, Little Rock, AR 72207

Xu Xu (CRD# 7515468) is an Investment Advisor Representative working at Aptus Financial, LLC in Little Rock, AR and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals