Aaron William Watkins

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING 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

• 03/2017 → Present
  Money Concepts Capital Corp.
  Sidney, OH
• 04/2016 → Present
  Russia Schools
  Russia, OH
• 11/2016 → 05/2018
  Gametime Sports Center
  Urbana, OH
• 02/2019 → Present
  Money Concepts Capital Corp.
  Palm Beach Gardens, FL

Other Businesses

1.Russia Local School, 100 School Street, Russia, OH 45363, School, Coaching- All activities regarding the volleyball program at Russia Schools, Start date April 2016- Present, total 60 hours per month during season (August- November), Zero during securities trading hours. 2. WiseBridge Wealth Management, Employee, independent sales of individual and group health benefits, non-investment related, 60% time spent on activity during securities hrs. 3. High School Volleyball Coach, since 8/1/2016, 100 School St., Russia, OH 45363. Teaching, Coaching, Non-investment related, 1-10% time spent on activity during non-securities hrs. 4. Raise the Roof for the Arts Board. since 3/1/2023, 120 West Poplar St., Sidney, OH 45365. Board Member, Officer, Non-investment related, 1-10% time spent on activity during securities hrs.

Other Names

• Aaron William Watkins
• Aaron William Watkins