Aaron
Sloan
United Advisor Group
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About this Advisor
Aaron Sloan is a financial advisor operating in Harrisonville, Missouri. Sloan is on the advisory team at United Advisor Group. During their career, the advisor has held roles at Aaron Sloan Insurance Practice, Southwest Baptist University, Kanakuk Kamps, Sherwood Community Bank, Harrisonville Parks And Recreation, Ohio National Financial Services, The O.N. Equity Sales Company, Strategic Financial Concepts and United Advisor Group. Sloan holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Missouri. United Advisor Group is a company with a branch in Harrisonville, Missouri. The investment advisory business has offices in three locations and a total of 25 financial advisors. The advisory firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules largely depend on which services are provided. Fees billed by United Advisor Group likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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United Advisor Group Brokerage Details
25
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Aaron Sloan Work History
Aaron has been registered as a financial advisor for 0 years.*
United Advisor Group
Sherwood Community Bank
The O.N. Equity Sales Company
Aaron Sloan Insurance Practice
Ohio National Financial Services
Strategic Financial Concepts
Kanakuk Kamps
Southwest Baptist University
Sherwood Community Bank
Southwest Baptist University
Harrisonville Parks And Recreation
*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 Sloan 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 United Advisor Group
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Olmsted Falls, OH
Harrisonville, MO
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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.
