Aaron Michael Peloquin

Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 08/2016 → 09/2017
  Allianz Life Insurance Company Of North America
  Minneapolis, MN
• 09/2017 → 07/2020
  Mrk Financial Solutions, Inc.
  Plymouth, MN
• 10/2017 → 07/2020
  Hd Vest Investment Services
  Plymouth, MN
• 01/2018 → 07/2020
  Hd Vest Advisory Services
  Plymouth, MN
• 08/2020 → 07/2021
  Cetera Advisor Networks
  El Segundo, CA
• 08/2020 → 07/2021
  Advisornet Wealth Management
  Minneapolis, MN
• 07/2020 → 02/2025
  Strong Tower Wealth Management
  Minneapolis, MN
• 06/2021 → 02/2025
  Strong Tower Advisory Services
  Minneapolis, MN
• 07/2021 → 02/2025
  Dfpg Investments, Llc
  Sandy, UT
• 02/2025 → Present
  Savvy
  Plymouth, MN

Previous Registrations

• 2021-06-21 → 2025-03-03
  Strong Tower Advisory Services
  Minneapolis, MN
• 2020-08-07 → 2021-08-06
  Advisornet Wealth Partners
  Minneapolis, MN
  Minnetonka, MN
• 2020-08-05 → 2020-10-16
  Cetera Wealth Services, Llc
  Minneapolis, MN
• 2018-01-03 → 2020-07-17
  Avantax Advisory Services
  Plymouth, MN

Other Businesses

1. Fishing with Vets; Non-Investment Related; Personal Residence; Nonprofit Organization; Treasurer; 02/2015; 0% during business hours; Treasurer, bookkeeping and tax records. 2. American Cancer Society of Minnesota; Non-Investment Related; Personal Residence; Nonprofit Organization; Board Member; 06/2019; 0% during business hours; Volunteer - strategy, planning, and fundraising 3. Insurance agent; Offering fixed life insurance, disability insurance and LTC; Investment-related; Start date: 12/14/2017; Approx. 4 hours per month. Personal residence. 4. Partner at Perspective 6 Wealth Advisors LLC; Business marketing name for financial services; Investment-related; Start date: 04/01/2026; Full time; Address: Minneapolis, MN. 5. Tacan Corporation dba FUKU energy drink; noninvestment related; Plymouth, MN; entity for operating/inventory loans; owner; 07/22/2026; no time commitment; current operating/inventory loans that recently matured

Exams

• S66 Uniform Combined State Law Examination
  2017-12-04

Designations

• Certified Financial Planner