Aaron Jon Pike

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 06/1990 → 07/2025
  Cadaret, Grant & Co., Inc.
  Grand Rapids, MI
• 06/1990 → Present
  Varialbe Concepts
  Grand Rapids, MI
• 07/2025 → Present
  Lpl Financial Llc
  Grand Rapids, MI

Previous Registrations

• 2010-01-07 → 2025-07-10
  Cadaret, Grant & Co., Inc.
  Grand Rapids, MI

Other Businesses

1. 07/2025 - Variable Concepts, Inc. - Non-Variable Insurance - Grand Rapids, MI - INV REL - Start Date 06/01/1990 - 10hrs/mth | 10hrs during trading 2. 07/2025 - Variable Concepts - DBA for LPL Business (entity for LPL business) - Grand Rapids, MI - INV REL - Start Date 06/01/1990 - 160hrs/mth | 130hrs during trading 3. 07/2025 - Variable Concepts - Tax Prep/Accounting/CPA - Grand Rapids, MI - INV REL - Start Date 06/01/1990 - 10hrs/mth | 1hr during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-07-25

Designations

• Chartered Financial Consultant

Other Names

• Aaron J Pike