Aaron
Harrwood
Wealth Teams Alliance
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About this Advisor
Aaron Harrwood is a financial advisor based in Burnsville, Minnesota, working with Wealth Teams Alliance. Aaron has previously held positions at Arh Financial LLC, Harwood Property Adv LLC, and Fairview Health Services. Aaron has passed the Series 65 regulatory exam and is registered to provide services in Minnesota. Currently, Aaron is part of Wealth Teams Alliance, which operates out of Burnsville, Minnesota. The firm has 8 offices and 26 employees. The firm manages assets totaling $199.3 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, publication of newsletters, and educational seminars. The fee structure at Wealth Teams Alliance includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealth Teams Alliance Brokerage Details
$199,313,862
26
912
$218,546
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Aaron Harrwood Work History
Arh Financial LLC
Harwood Property Adv LLC
Fairview Health Services
Disclosures
Please visit the SEC profile of Aaron Harrwood 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 Wealth Teams Alliance
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Dinuba, CA
Corbett, OR
Burnsville, MN
Torrance, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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