Aaron
Mclaughlin
Seamount Financial Group Inc
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About this Advisor
Aaron Mclaughlin is a certified financial planner based out of Colorado Springs, Colorado, with a total of 12 years of industry experience. Mclaughlin currently works for Seamount Financial Group Inc. The advisor has gained experience at Grove Point Investments, LLC and Seamount Financial Group Inc. Mclaughlin holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona and California. Seamount Financial Group Inc is an advisory business headquartered in Colorado Springs, CO. The company has offices in three locations and a total of 10 financial advisors. It oversees $529 million in total assets between its 1,512 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 1,512 accounts, 28% belong to high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules typically depend on which services the firm provides the client. However, fee types billed by Seamount Financial Group Inc can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Seamount Financial Group Inc Brokerage Details
$528,739,485
10
1,512
$349,695
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Aaron Mclaughlin Work History
Aaron has been registered as a financial advisor for 12 years.*
Grove Point Investments, LLC
Seamount Financial Group Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Aaron Mclaughlin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Seamount Financial Group Inc
Colorado Springs, CO
Colorado Springs, CO
Colorado Springs, CO
Colorado Springs, CO
Colorado Springs, CO
Orange, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
