Aaron
Kahn
Wms Wealth Planners
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About this Advisor
Aaron Kahn is a financial advisor based in Pittsburgh, Pennsylvania, working with Wms Wealth Planners. Aaron has previously held positions at Wealth Management Strategies, Inc, Nfp Securities, Inc, and Kestra Financial Services, Inc. Aaron has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Aaron is part of Wms Wealth Planners, which operates out of Pittsburgh, Pennsylvania. The firm has 1 office and 7 employees. The firm manages assets totaling $222.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Wms Wealth Planners includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wms Wealth Planners Brokerage Details
$222,472,616
7
628
$354,256
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Aaron Kahn Work History
Wealth Management Strategies, Inc
Wealth Management Strategies, Inc
Kestra Financial Services, Inc
Nfp Securities, Inc
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
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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