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Aaron Jay Sal

Hungerford Financial LLC

Grand Rapids, MI

CRD 7498330

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Employer firm

Hungerford Financial LLC CRD 249789

$492M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Hungerford Financial Llc

2910 Lucerne Drive Se, Grand Rapids, MI 49546 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-04-14
  • MI RA
    APPROVED
    Since 2022-04-14

Branch Locations

2910 Lucerne Drive Se, Grand Rapids, MI 49546 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hungerford Nichols Cpa's + Advisors Grand Rapids MI 01/2002 Present
United Planners Scottsdale AZ 01/2022 Present
Hungerford Financial, Llc Grand Rapids MI 04/2022 Present
Aaron J. Sal Grand Rapids MI 07/2022 Present
  • 01/2002 → Present
    Hungerford Nichols Cpa's + Advisors
    Grand Rapids, MI
  • 01/2022 → Present
    United Planners
    Scottsdale, AZ
  • 04/2022 → Present
    Grand Rapids, MI
  • 07/2022 → Present
    Aaron J. Sal
    Grand Rapids, MI
Other Businesses

1.) HUNGERFORD NICHOLS CPA'S + ADVISORS - SHAREHOLDER - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - GRAND RAPIDS, MI - SINCE 01/2002 - NOT INVESTMENT RELATED 2.) BYRON CENTER CHRISTIAN SCHOOLS FOUNDATION - BOARD MEMBER - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - BYRON CENTER, MI - SINCE 07/2020 - INVESTMENT RELATED 3.) HUNGERFORD FINANCIAL, LLC - WEALTH ADVISOR - REGISTERED INVESTMENT ADVISOR - GRAND RAPIDS, MI - SINCE 04/2022 - INVESTMENT RELATED 4.) HUNGERFORD FINANCIAL - WEALTH ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - GRAND RAPIDS, MI - SINCE 01/2022 - INVESTMENT RELATED 5.) AARON J. SAL - INSURANCE AGENT - NON-VARIABLE INSURANCE - GRAND RAPIDS, MI - SINCE 07/2022 - INVESTMENT RELATED 6.) HUNGERFORD WEALTH - WEALTH ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - GRAND RAPIDS, MI - SINCE 01/2024 - INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-05
  • S66 Uniform Combined State Law Examination
    2022-01-05
Designations
  • Certified Financial Planner

View on SEC IAPD

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