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Aaron Michael Salmon

Pathfinder Planning LLC

Charlotte, NC

CRD 3072735

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Employer firm

Pathfinder Planning LLC CRD 154713

$29.0M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • OUTSOURCED FINANCIAL PLANNING SERVICES FOR NON-AFFILIATED INVESTMENT COMPANY CLIENTS

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

Current Employers
Pathfinder Planning Llc

Lake Wylie, SC • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2017-03-20
SC RA APPROVED 2017-03-20
  • NC RA
    APPROVED
    Since 2017-03-20
  • SC RA
    APPROVED
    Since 2017-03-20

Branch Locations

Charlotte, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pathfinder Planning Llc Lake Wylie SC 03/2017 Present
Homemaker Charlotte NC 04/2009 02/2017
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-08-12
  • S63 Uniform Securities Agent State Law Examination
    1998-08-12
Designations
  • Certified Financial Planner
Other Names
  • Aaron Salmon
  • Aaron M Salmon

View on SEC IAPD

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