Aaron
Harrwood

Wealth Teams Alliance

CRD#7911034
Investment Advisor
in Burnsville, MN

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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

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Burnsville, MN

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Wealth Teams Alliance Brokerage Details

Total Assets Under Management

$199,313,862

MN Average: $7,578,581,321
Total Number of Employees

26

MN Average: 43
Total Number of Accounts

912

MN Average: 3,727
Average Account Size

$218,546

MN Average: $2,033,427

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

2021 - Present (4 years)

Arh Financial LLC

2020 - 2021 (1 year)

Harwood Property Adv LLC

2011 - 2020 (9 years)

Fairview Health Services

Created with Highcharts 6.0.7

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

Joshua Oronce
Irvine, CA
Michael Alongi
Irvine, CA
Timothy Latimer
Irvine, CA
Keith Conley
Irvine, CA
Jonathon Soucier
Dinuba, CA
Michael Taylor
Corbett, OR
Aaron Harrwood
Burnsville, MN
Jae Lee
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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