Aaron Philip Sipherd

Employer firm

Sipherd Wealth Management, LLC CRD 150011

25 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2006 → Present
  Sipherd & Associates Cpa'S P.C.
  Lincoln, NE
• 03/2009 → Present
  Sipherd Wealth Management, Llc
  Lincoln, NE

Previous Registrations

• 2001-03-07 → 2009-07-17
  Sii Investments, Inc.
  Lincoln, NE
  Lincoln, NE

Other Businesses

(1) SIPHERD & ASSOCIATES, P.C. (CPA FIRM) - PRESIDENT/CERTIFIED PUBLIC ACCOUNTANT, 8055 O STREET, SUITE 207, LINCOLN, NE 68510 (2) SIPHERD FAMILY GROUP, LLC - MANAGING MEMBER - NON-INVESTMENT RELATED ACTIVITY - 8055 O STREET, SUITE 207, LINCOLN, NEBRASKA. BUSINESS VENTURE INVESTMENTS, STARTED NOVEMBER 16, 2009. CURRENTLY, THIS LLC HAS NO BUSINESS ACTIVITY

Exams

• S66 Uniform Combined State Law Examination
  1999-10-05

Designations

• Certified Financial Planner
• Personal Financial Specialist