Aaron Mechling (CRD# 2955036) is an Investment Advisor Representative working at Kmg Fiduciary Partners, LLC in Toledo, OH and has over 26 years of experience in the finance industry.
CRD# 1729324
Primerica Advisors
CRD# 4499990
Venture Visionary Partners LLC
CRD# 5911175
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kmg Fiduciary Partners, LLC | Toledo, OH | Sep 2018 - Current | 5 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Sep 2018 | 3 |
| Morgan Stanley Smith Barney | Toledo, OH | Jun 2009 - Sep 2018 | 9 |
| Morgan Stanley & Company Incorporated | Toledo, OH | Apr 2009 - Sep 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1997 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1997 |
- OH
- TX
-
Total Assets Under Management1,258MILLIONS
-
Total Number of Accounts3,526ACCOUNTS
-
Average Account Value$356,778
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, IL, IN, MI, MN, NC, OH, OR, PA, SC, TN, TX, VA
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