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Aaron Harold Kahn

Wms Wealth Planners

Pittsburgh, PA

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Current Employers
Wms Wealth Planners

17 Brilliant Avenue Suite 302, Pittsburgh, PA 15215 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-01-13
  • PA RA
    APPROVED
    Since 2020-01-13

Branch Locations

17 Brilliant Avenue Suite 302, Pittsburgh, PA 15215 • 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
Wealth Management Strategies, Inc. Pittsburgh PA 08/2012 Present
Kestra Financial Services, Inc Austin TX 04/2016 03/2020
Wealth Management Strategies, Inc. Pittsburgh PA 01/2020 Present
Wealth Management Strategies, Inc. Pittsburgh PA 07/2026 Present
  • 08/2012 → Present
    Wealth Management Strategies, Inc.
    Pittsburgh, PA
  • 04/2016 → 03/2020
    Kestra Financial Services, Inc
    Austin, TX
  • 01/2020 → Present
    Wealth Management Strategies, Inc.
    Pittsburgh, PA
  • 07/2026 → Present
    Wealth Management Strategies, Inc.
    Pittsburgh, PA
Previous Registrations
  • 2016-04-19 → 2020-04-01
    Pittsburgh, PA
  • 2013-01-15 → 2016-09-22
    Kestra Investment Services, Llc
    Pittsburgh, PA
    Greensburg, PA
Other Businesses

Business Name: Wealth Management Strategies, Inc Investment Related: Yes Address: 17 Brilliant Ave, Suite 302 Pittsburgh PA 15215 Nature of Business: using a DBA name; Consulting; Insurance; Position, Title or Relationship: Advisor Start Date: 8/20/2012 Hours per month: 31% - 40% (49 - 64 hours) Hours per month during trading hours: 31% - 40% (43 - 56 hours) Duties: Insurance Sales, giving presentations or hosting discussions about financial literacy, performing the steps of the financial planning process. Business Name: Weathered Wallet Investment Related: No Address: 17 Brilliant Ave, Suite 302 Pittsburgh PA 15215 Nature of Business: Other Other/None of the Above Interviews with individuals about their experiences with their money. Position, Title or Relationship: Founder, Editor-in-Chief Start Date: 5/2/2016 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Develop content, manage marketing, operate entity in its full capacity.Business Name: Trail Pittsburgh Investment Related: No Address: 7500 Brooktree Road Wexford PA 15090 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board Member, Web Content Chairman Start Date: 2/23/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Attend board meetings, create web content, help manage website & social media, attend trail work days.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-01-14
  • S66 Uniform Combined State Law Examination
    2013-01-14
Designations

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