Aaron Michael Locker

Employer firm

Ellis Financial Solutions LLC CRD 337847

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 06/2018 → 10/2019
  Edward Jones
  St Louis, MO
• 05/2016 → 05/2018
  International Mountain Bicycling Association
  Boulder, CO
• 10/2019 → 02/2022
  Summit Financial Planning
  Longmont, CO
• 05/2025 → Present
  Ellis Financial Solutions
  Longmont, CO
• 02/2022 → Present
  Ellis Bottom Line Bookkeeping
  Longmont, CO

Previous Registrations

• 2020-02-11 → 2022-01-26
  Summit Financial Planning
  Longmont, CO
• 2018-09-06 → 2019-10-24
  Edward Jones
  Longmont, CO
  St Louis, MO
  Longmont, CO
  Niwot, CO

Other Businesses

Name of the other business: Ellis Bottom Line Bookkeeping Investment-related: No Address of the other business: 729 Main St. Longmont, CO 80501 Nature of the other business: Tax Management & Preparation Position: Manager, Tax Administration Start date of your relationship: 02/2022 Approximate number of hours/month you devote to the other business: 80 hours/month Number of hours you devote to the other business during securities trading hours: 80 Duties relating to the other business: Tax Management and Preparation

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-23
• S66 Uniform Combined State Law Examination
  2018-07-31

Other Names

• Aaron Michael Locker
• Aaron Locker