Aaron Richard Squires

Employer firm

Squires Law & Squires Investments, LLC CRD 333991

$126M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2013 → 01/2023
  Summit Wealth Investments, Family Office/Tax
  Reno, NV
• 01/2022 → 08/2022
  Arkadios Wealth Advisors
  Atlanta, GA
• 09/2014 → 10/2024
  Anderson Dorn & Rader Ltd.
  Reno, NV
• 11/2024 → Present
  Squires Law & Squires Investments, Llc
  Reno, NV

Previous Registrations

• 2013-11-27 → 2023-12-04
  Summit Wealth Investments
  Reno, NV
• 2022-01-21 → 2022-08-09
  Arkadios Wealth Advisors
  Reno, NV
• 2016-05-19 → 2021-12-31
  Resource Investment Architects, Inc.
  Reno, NV
  Petaluma, CA
• 2011-09-30 → 2011-10-18
  Squires & Armentrout Investments
  Reno, NV
• 2010-03-25 → 2011-08-12
  Sanchez Wealth Management, Llc
  Reno, NV
  Reno, NV
• 2010-02-04 → 2010-08-31
  Qa3 Financial Llc
  Omaha, NE
  Reno, NV
• 2010-03-12 → 2010-03-16
  Resource Capital Management, Llc
• 2007-09-06 → 2008-05-29
  Alliance Advisory & Securities, Llc
  Westlake Village, CA
  Westlake Village, CA

Other Businesses

AARON SQUIRES, ESQ., CPA

Exams

• S66 Uniform Combined State Law Examination
  2007-10-04

Designations

• Certified Financial Planner
• Chartered Financial Analyst