Aaron
Kahn
Wms Wealth Planners
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About this Advisor
Aaron Kahn is a certified financial planner operating in Pittsburgh, Pennsylvania, with 3 years of relevant experience. Kahn currently works for Wms Wealth Planners. Their career trajectory has included roles at Wealth Management Strategies, Inc, Nfp Securities, Inc and Kestra Financial Services, Inc. Kahn maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania. Wms Wealth Planners is a firm based out of Pittsburgh, PA. The investment advisory business has a total of seven financial advisors. It oversees $200 million in total assets between its 644 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 644 client accounts, 29% belong to high-net-worth clients who have more than $1 million in assets. Wms Wealth Planners offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors are based on which services are provided. Fee types charged by Wms Wealth Planners likely are comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wms Wealth Planners Brokerage Details
$200,126,815
7
644
$310,756
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Aaron Kahn Work History
Aaron has been registered as a financial advisor for 3 years.*
Wealth Management Strategies, Inc
Wealth Management Strategies, Inc
Kestra Financial Services, Inc
Nfp Securities, Inc
*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 Kahn 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 Wms Wealth Planners
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
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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.
