Aaron Imholte (CRD# 7089655) is an Investment Advisor Representative working at Principal Securities, Inc. in Saint Cloud, MN and has over 2 years of experience in the finance industry.
CRD# 1798616
Primerica Advisors
CRD# 1185989
Valmark Advisers, Inc.
CRD# 6032657
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Life Insurance Company | Saint Cloud, MN | Apr 2023 - Current | 1 |
| Principal Securities Inc. | Saint Cloud, MN | Apr 2023 - Current | 1 |
| Scott Wealth Planning | Saint Cloud, MN | Apr 2023 - Current | 1 |
| Fortune Financial | Minnetonka, MN | Jan 2022 - Apr 2023 | 1 |
| Securian Financial Services | Saint Paul, MN | Jan 2022 - Apr 2023 | 1 |
| Minnesota Life Insurance Company | Saint Paul, MN | Jan 2022 - Apr 2023 | 1 |
| Securian Financial Services | Saint Paul, MN | Jul 2021 - Jan 2022 | < 1 |
| Fortune Financial | Minnetonka, MN | Jul 2021 - Jan 2022 | < 1 |
| Cri Securities | Saint Paul, MN | Jul 2021 - Oct 2021 | < 1 |
| Baird | Milwaukee, WI | Mar 2019 - Apr 2021 | 2 |
| Unitedhealth Group | Minnetonka, MN | Jun 2017 - Mar 2019 | 1 |
| Macalester College | Saint Paul, MN | Aug 2014 - May 2018 | 3 |
| Unitedhealth Group | Minnetonka, MN | Jun 2017 - Aug 2017 | < 1 |
| Come Up Capital | Minneapolis, MN | Jan 2017 - May 2017 | < 1 |
| M3 Insurance | Madison, WI | May 2016 - Aug 2016 | < 1 |
| High Point Swim Club | Madison, WI | Mar 2012 - Sep 2015 | 3 |
| Edgewood High School | Madison, WI | Aug 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- MN
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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