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Aaron Lee Bates

Whitcomb & Hess, Inc.

Ashland, OH

CRD 4657614

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Employer firm

Whitcomb & Hess, Inc. CRD 121064

$491M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Whitcomb & Hess, Inc.

1020 Cleveland Avenue, Ashland, OH 44805 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2004-03-18
  • OH RA
    APPROVED
    Since 2004-03-18

Branch Locations

1020 Cleveland Avenue, Ashland, OH 44805 • 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
Whitcomb & Hess, Inc. Ashland OH 03/2004 Present
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

COMPASS PLANNING, LLC
LPL FINANCIAL LLC
EDWARD JONES

Nearby Investors

CHAD ANDREW BROWN
Mitchell Joseph Noel
Brianna Rose Noel

Nearby Offices

COMPASS PLANNING, LLC · ASHLAND, OH
LPL FINANCIAL LLC · ASHLAND, OH
EDWARD JONES · ASHLAND, OH

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