Aarone L. Tirpak

BALBOA WEALTH PARTNERS

Newport Beach, CA 92660

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CRD#: 3082449

Professional summary

Aarone Lee Tirpak is a registered financial advisor currently at BALBOA WEALTH PARTNERS, INC. located in Newport Beach, California and WILLOW COVE INVESTMENT GROUP, INC. located in Winneconne, Wisconsin.

Aarone is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Aarone has worked at 5 firms and has passed the Series 66, SIE, Series 31, Series 7, Series 9 and Series 10 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.

Aaron Tirpak is dually registered with Balboa Wealth Partners, Inc. ("Balboa Wealth") as an Investment Advisor Representative at 1400 Newport Center Drive, Suite 290, Newport Beach, CA 92660.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aarone Lee Tirpak's CRS (Customer Relationship Summary).

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®

None

Experience

Current

August 30, 2019 - Present

BALBOA WEALTH PARTNERS, INC.

Office #1: 1400 Newport Center Drive Suite 290, Newport Beach, CA 92660

RIA

CRD#: 282329

Newport Beach, CA

Current

October 1, 2020 - Present

WILLOW COVE INVESTMENT GROUP, INC.

Office #1: 5887 T Bar Lane, Winneconne, WI 54986

CRD#: 107824

Winneconne, WI

Past

July 1, 2003 - August 19, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BREA, CA

Past

July 1, 2003 - August 19, 2019

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BREA, CA

Past

December 13, 2001 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA

CRD#: 7471

LONG BEACH, CA

Past

December 3, 2001 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

August 14, 1999 - December 13, 2001

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BALBOA WEALTH PARTNERS, INC.

CRD#: 282329 / SEC#: 801-107029

RIA

Registered Investment Advisory firm - (12/11/2015 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(3/21/2024)

IAR

California
(8/30/2019)

California
(10/1/2020)

Nevada
(3/19/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/16/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 9/28/1999

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/9/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 1/3/2007

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 10/23/2006

General Securities Sales Supervisor - General Module Examination

SRO Registrations

FINRA

Current Firm

BALBOA WEALTH PARTNERS, INC.

CRD#: 282329 / SEC#: 801-107029

RIA

Registered Investment Advisory firm - (12/11/2015 Approved)

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Contact information

Main Address

6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250

Mailing Address

Phone number

(949) 445-1465

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APP 1 - WRAP FEE BROCHURE (7/18/2025)

FORM ADV PART 2A (7/18/2025)

Regulatory assets under management

Total Number of Accounts	2,068
AUM (Assets Under Management)	$ 804,833,455

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.

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Advisor Monitoring

Firm Stability Insights

Aarone L. Tirpak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aarone Lee Tirpak's CRS (Customer Relationship Summary).

Certified licenses

Experience

WILLOW COVE INVESTMENT GROUP, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

PRUDENTIAL EQUITY GROUP, LLC

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

BALBOA WEALTH PARTNERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/16/1999

SIE

Date: 10/1/2018

Series 31

Date: 9/28/1999

Series 7

Date: 8/9/1999

Series 9

Date: 1/3/2007

Series 10

Date: 10/23/2006

FINRA

Current Firm

BALBOA WEALTH PARTNERS, INC.

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BALBOA WEALTH PARTNERS, INC.

TRUST BUT VERIFY

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