Aurora Financial Planning & Investment Management LLC

Aurora Financial Planning & Investment Management LLC (CRD# 291658) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $1,110,712 in 6 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5635 N. Scottsdale Road, Suite 170, Scottsdale, AZ 85250
https://www.aurorafinancialpim.com
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $185,119
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA

Financial Advisors at Aurora Financial Planning & Investment Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kathleen Owens, financial advisor Scottsdale AZ
Kathleen J. Owens
CRD#: 6145811
5635 N Scottsdale Road, Suite 170, Scottsdale, AZ 85250

Kathleen Owens (CRD# 6145811) is an Investment Advisor Representative working at Aurora Financial Planning & Investment Management LLC in Scottsdale, AZ and has over 11 years 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.

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