Sherri Aron (CRD# 5022448) is an Investment Advisor Representative working at Rda Financial Network in Overland Park, KS and has over 18 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners Financial Services | Scottsdale, AZ | Aug 2016 - Current | 7 |
| The Roth Companies | Overland Park, KS | Oct 2015 - Current | 8 |
| Rda Financial Network | Coralville, IA | Oct 2015 - Current | 8 |
| The Roth Companies, Inc. | Overland Park, KS | Oct 2015 - Current | 8 |
| Rda Financial Network Dba The Roth Companies, Inc. | Overland Park, KS | Oct 2015 - Current | 8 |
| Rda Financial Network Dba The Roth Companies, Inc. | Overland Park, KS | Oct 2015 - Current | 8 |
| The Roth Companies, Inc. | Overland Park, KS | Oct 2015 - Current | 8 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Oct 2015 - Aug 2016 | < 1 |
| Homemaking | Overlandpark, KS | Jun 2015 - Oct 2015 | < 1 |
| Triune Financial Partners, LLC | Overland Park, KS | Feb 2015 - May 2015 | < 1 |
| Homemaking | Overland Park, KS | Dec 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2005 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2006 |
- KS
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Total Assets Under Management494MILLIONS
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Total Number of Accounts3,315ACCOUNTS
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Average Account Value$148,930
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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