Aaron Clayton Matheny

Employer firm

Capital Strategies Group, LLC CRD 140120

$103M regulatory AUM 15 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2008 → Present
  Capital Strategies Group, Llc
  Tempe, AZ

Other Businesses

INSURANCE AGENT, 2151 E BASELINE RD. SUITE 101 TEMPE, AZ 85283, MARCH 2004, INVESTMENT RELATED, LIFE AND HEALTH INSURANCE PRODUCTS AND SERVICES, 40 HOURS/MONTH, 40 HOURS/MONTH DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-30
• S63 Uniform Securities Agent State Law Examination
  2006-01-17

Designations

• Certified Financial Planner

Other Names

• Aaron C Matheny