Aaron R. Hatch

WOVEN CAPITAL

Redding, CA 96001

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CRD#: 4828852

Professional summary

Aaron Robert Hatch, CFP®, who also goes by Aaron R Hatch, is a registered financial advisor currently at WOVEN CAPITAL, LLC located in Redding, California.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Aaron has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Inheritance

Estate Planning

Life Transitions

Business Succession Planning

Socially Responsible Investing

Insurance Planning

Debt Management

Retirement Planning

Investment Planning

Education Planning

Budgeting

Employee and Employer Plan Ben...

Do you have an area of expertise or specialization?

Business Owners

Cash Flow/Budgets/Credit Issue...

Charitable Giving

College/Education Planning

Corporate Executives

Entrepreneurs

Are you a "fiduciary"?

Yes

Aliases

Aaron R Hatch

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Robert Hatch'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: 2011

Experience

Current

October 2, 2014 - Present

WOVEN CAPITAL, LLC

Office #1: 1800 Pine St. Suite A, Redding, CA 96001

RIA

CRD#: 171540

Redding, CA

Past

June 17, 2011 - October 13, 2014

LPL FINANCIAL LLC

RIA

CRD#: 6413

REDDING, CA

Past

May 5, 2011 - October 13, 2014

LPL FINANCIAL LLC

CRD#: 6413

REDDING, CA

Past

February 9, 2006 - March 29, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

WOODBRIDGE, CT

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

California
(10/2/2014)

IAR

Oregon
(1/17/2020)

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

IAR

Series 66

Date: 6/16/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/13/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/4/2011

General Securities Representative Examination

Current Firm

WOVEN CAPITAL, LLC

HATCH WEALTH MANAGEMENT | WOVEN CAPITAL, LLC | WOVEN CAPITAL | HATCH, AARON ROBERT

CRD#: 171540 / SEC#:

California

Registered Investment Advisory firm - (10/2/2014 Approved)

Oregon

Registered Investment Advisory firm - (1/17/2020 Approved)

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Contact information

Main Address

1800 Pine St. Suite A, Redding, CA 96001

Mailing Address

Po Box 990941, Redding, CA 96099

Phone number

(530) 255-4476

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	98
AUM (Assets Under Management)	$ 20,301,078

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.

Contact information

(xxx) xxx-xxxx

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Aaron R. Hatch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Robert Hatch's CRS (Customer Relationship Summary).

Certified licenses

Experience

WOVEN CAPITAL, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/16/2011

SIE

Date: 10/13/2014

Series 7

Date: 5/4/2011

Current Firm

WOVEN CAPITAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WOVEN CAPITAL, LLC

TRUST BUT VERIFY

Contact information

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