Aaron C. Hersch

DENVER WEALTH ADVISORS

DENVER, CO

Some features on this profile are disabled

CRD#: 1297015

Professional summary

Aaron Charles Hersch, CFP® is a registered financial advisor currently at DENVER WEALTH ADVISORS located in Denver, Colorado.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Aaron has worked at 14 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Charles Hersch's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1987

Experience

Current

February 11, 2025 - Present

DENVER WEALTH ADVISORS

RIA

CRD#: 175097

DENVER, CO

Past

March 6, 2023 - December 31, 2024

DENVER WEALTH ADVISORS

RIA

CRD#: 175097

Denver, CO

Past

September 22, 2022 - December 31, 2022

DENVER WEALTH ADVISORS

RIA

CRD#: 175097

DENVER, CO

Past

February 2, 2021 - December 31, 2021

DENVER WEALTH ADVISORS

RIA

CRD#: 175097

Denver, CO

Past

January 15, 2019 - December 31, 2020

DENVER WEALTH ADVISORS

RIA

CRD#: 175097

DENVER, CO

Past

April 8, 2015 - December 31, 2018

DENVER WEALTH ADVISORS

RIA

CRD#: 175097

DENVER, CO

Past

July 15, 2009 - February 18, 2015

A & I WEALTH MANAGEMENT

RIA

CRD#: 148357

ENGLEWOOD, CO

Past

June 26, 2009 - August 11, 2009

GENEOS WEALTH MANAGEMENT, INC.

RIA

CRD#: 120894

ENGLEWOOD, CO

Past

June 26, 2009 - February 17, 2015

GENEOS WEALTH MANAGEMENT, INC.

CRD#: 120894

ENGLEWOOD, CO

Past

February 10, 2009 - March 27, 2009

CETERA ADVISORS LLC

CRD#: 10299

GREENWOOD VILLAGE, CO

Past

September 25, 2008 - October 22, 2008

CENTAURUS FINANCIAL, INC.

CRD#: 30833

GREENWOOD VILLAGE, CO

Past

October 27, 2006 - August 14, 2008

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

GREENWOOD VILLAGE, CO

Past

October 27, 2006 - August 14, 2008

SECURITIES AMERICA, INC.

CRD#: 10205

GREENWOOD VILLAGE, CO

Past

January 1, 1999 - March 27, 2007

THE MONTCLAIR GROUP, INC.

RIA

CRD#: 113430

GREENWOOD VILLAGE, CO

Past

June 12, 1996 - November 11, 2004

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

March 30, 1992 - June 17, 1996

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

March 5, 1991 - March 26, 1992

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

November 30, 1987 - March 11, 1991

VERAVEST INVESTMENTS, INC.

CRD#: 3960

WORCESTER, MA

Past

January 14, 1987 - December 15, 1987

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

November 21, 1984 - January 15, 1986

FSC SECURITIES CORPORATION

CRD#: 7461

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(2/11/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/2/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/17/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/17/1984

General Securities Representative Examination

Current Firm

DENVER WEALTH ADVISORS

DENVER WEALTH ADVISORS | DENVER WEALTH ADVISORS, LLC

CRD#: 175097 / SEC#:

Colorado

Registered Investment Advisory firm - (4/7/2015 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Denver, CO

Mailing Address

Phone number

(303) 884-2296

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 2,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Aaron C. Hersch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Charles Hersch's CRS (Customer Relationship Summary).

Certified licenses

Experience

DENVER WEALTH ADVISORS

DENVER WEALTH ADVISORS

DENVER WEALTH ADVISORS

DENVER WEALTH ADVISORS

DENVER WEALTH ADVISORS

A & I WEALTH MANAGEMENT

GENEOS WEALTH MANAGEMENT, INC.

GENEOS WEALTH MANAGEMENT, INC.

CETERA ADVISORS LLC

CENTAURUS FINANCIAL, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

THE MONTCLAIR GROUP, INC.

OSAIC WEALTH, INC.

WALNUT STREET SECURITIES, INC.

CETERA WEALTH SERVICES, LLC

VERAVEST INVESTMENTS, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

FSC SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 10/2/1992

SIE

Date: 2/17/2015

Series 7

Date: 11/17/1984

Current Firm

DENVER WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DENVER WEALTH ADVISORS

TRUST BUT VERIFY

Similar Advisors