Aaron
Pratt
Advisors Asset Management, Inc
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About this Advisor
Aaron Pratt is a financial advisor operating out of Monument, Colorado. Pratt is an advisor for Advisors Asset Management, Inc. The advisor has gained experience at Charles Schwab & Co., Inc, Bruster'S Real Ice Cream, Laborjack, C&C Liquor, Colorado State University and Advisors Asset Management, Inc. Pratt has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Colorado. Advisors Asset Management, Inc is a registered investment firm that has its headquarters in Monument, CO. The investment advisory business has offices in nine locations and a total of 253 advisors. It oversees $4 billion in assets under management across its 1,634 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to two charitable organizations. Of its 1,634 client accounts, just 6% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Advisors Asset Management, Inc has a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and other services. A financial advisor's fees usually depend on which services the firm provides the client. However, fees billed by Advisors Asset Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advisors Asset Management, Inc Brokerage Details
$3,740,185,737
253
1,634
$2,288,975
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other
Aaron Pratt Work History
Aaron has been registered as a financial advisor for 0 years.*
Advisors Asset Management, Inc
Charles Schwab & Co., Inc
C&C Liquor
Laborjack
Bruster'S Real Ice Cream
Colorado State University
*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 Pratt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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