Aaron Robertson

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

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

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

Current Employers

Employment History

• 10/2012 → 12/2017
  Lpl Financial Llc
  Coralville, IA
• 10/2012 → 06/2022
  Hawkins Wealth Management
  Coralville, IA
• 07/2022 → Present
  Wealth Enhancement Advisory Services
  North Liberty, IA
• 07/2022 → Present
  Wealth Enhancement Group
  North Liberty, IA

Previous Registrations

• 2012-10-24 → 2022-07-27
  Hawkins Wealth Management
  Coralville, IA
  Coralville, IA
  North Liberty, IA
• 2009-11-19 → 2012-10-26
  Sii Investments, Inc.
  Coralville, IA

Other Businesses

AMR FINANCIAL, LLC - OWNER - 1 HOUR PER MONTH 0 HOURS DURING TRADIING HOURS. HAWKINS INSURANCE - PARTNER - 1 HOUR PER MONTH 1 HOUR DURING TRADING HOURS - INSURANCE HIGHLAND INVESTMENTS - PARTNER ON RENTAL BUILDING - 1 HOUR PER MONTH 0 HOURS DURING TRADING HOURS R&S RENTALS, LLC - PARTNER ON RENTAL PROPERTY - 1 HOUR PER MONTH 0 HOURS ADVOCARE - DISTRIBUTOR OF NUTRITIONAL PRODUCTS - 1 HOUR PER MONTH 0 HOURS DURING TRADING HOURS EXTRA BASE HITS, LLC - PARTNER ON BATTING CAGE BUSINESS - 1 HOUR PER MONTH 0 HOURS DURING TRADING HOURS HAWKEYE WRESTLING CLUB - TREASURER - 2 HOURS PER MONTH 0 HOURS DURING TRADING HOURS

Exams

• S66 Uniform Combined State Law Examination
  2009-11-06

Designations

• Certified Financial Planner

Other Names

• Aaron Michael Robertson