Aaron
Wassenaar
Fiduciary Financial Advisors
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About this Advisor
Aaron Wassenaar is a financial advisor based in Grand Rapids, Michigan, working with Fiduciary Financial Advisors. Aaron has previously held positions at Oppenheimer & Co. Inc, Action Point Financial Planning, LLC, Fiduciary Financial Advisors, and Action Point Retirement Group. Aaron has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Aaron is part of Fiduciary Financial Advisors, which operates out of Grand Rapids, Michigan. The firm has 8 offices and 27 employees. The firm manages assets totaling $555.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Fiduciary Financial Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fiduciary Financial Advisors Brokerage Details
$555,420,848
27
1,294
$429,228
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Aaron Wassenaar Work History
Fiduciary Financial Advisors
Action Point Retirement Group
Action Point Financial Planning, LLC
Oppenheimer & Co. Inc
Disclosures
Please visit the SEC profile of Aaron Wassenaar 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 Fiduciary Financial Advisors
Grand Rapids, MI
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Grand Rapids, MI
Grand Rapids, MI
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