Aaron P. Karas

INSIGHT WEALTH STRATEGIES

San Ramon, CA 94583

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CRD#: 5302655

Professional summary

Aaron Paul Karas, CFP® is a registered financial advisor currently at INSIGHT WEALTH STRATEGIES, LLC located in San Ramon, California.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Aaron has worked at 7 firms and has passed the Series 66, 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.

02/2025- Legacy The School of Sport Sciences - 1 HR/WK - Non-investment relates - Board Member. 09/2022 - QB1 Advisors - 15 HRS/WEEK - Investment Related- Houston, TX. Sole Owner, Consultant for professional athletes. Services provided will be holistic financial planning, investment management, and talent services such as; personal brand development, marketing and endorsements, digital and social media etiquette, contract negotiations, and public relations coaching.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Paul Karas'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®

CFP^®

Certified Financial Planner

Experience

Current

April 27, 2018 - Present

INSIGHT WEALTH STRATEGIES, LLC

Office #1: 2603 Camino Ramon Suite 350, San Ramon, CA 94583

CRD#: 293644 / SEC#: 801-112986

RIA

Registered Investment Advisory firm - (4/27/2018 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.

Highlighted states indicate IAR registrations

IAR

California
(4/30/2018)

IAR

Texas
(4/27/2018)

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: 5/12/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/6/2008

General Securities Representative Examination

Current Firm

INSIGHT WEALTH STRATEGIES, LLC

CRD#: 293644 / SEC#: 801-112986

RIA

Registered Investment Advisory firm - (4/27/2018 Approved)

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Contact information

Main Address

2603 Camino Ramon Suite 350, San Ramon, CA 94583

Mailing Address

Phone number

(925) 659-8020

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (2/4/2025)

Regulatory assets under management

Total Number of Accounts	1,962
AUM (Assets Under Management)	$ 932,033,936

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

Aaron P. Karas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Paul Karas's CRS (Customer Relationship Summary).

Certified licenses

Experience

MUTUAL SECURITIES, INC.

OSAIC FA, INC.

OSAIC FA, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

INSIGHT WEALTH STRATEGIES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/12/2008

SIE

Date: 10/1/2018

Series 7

Date: 2/6/2008

Current Firm

INSIGHT WEALTH STRATEGIES, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INSIGHT WEALTH STRATEGIES, LLC

TRUST BUT VERIFY

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