Aaron M. Wassenaar
Professional summary
Aaron Mathew Wassenaar, who also goes by Aaron Wassenaar, is a registered financial advisor currently at ACTION POINT RETIREMENT GROUP LLC located in Wayland, Michigan.
Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Aaron has worked at 6 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Aaron Mathew Wassenaar's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 25, 2015 - Present
ACTION POINT RETIREMENT GROUP LLC
February 29, 2024 - March 30, 2026
FIDUCIARY FINANCIAL ADVISORS
September 18, 2014 - November 23, 2015
FIDUCIARY FINANCIAL ADVISORS
July 18, 2011 - August 15, 2014
OPPENHEIMER & CO. INC.
July 18, 2011 - August 15, 2014
OPPENHEIMER & CO. INC.
November 10, 2009 - July 18, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 6, 2009 - July 18, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 26, 2008 - November 2, 2009
WADDELL & REED
July 15, 2008 - November 2, 2009
WADDELL & REED
September 21, 2007 - July 2, 2008
EDWARD JONES
August 14, 2007 - July 2, 2008
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/25/2015)
Exams
Current Firm
ACTION POINT RETIREMENT GROUP LLC
CRD#: 282058 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 19 |
| AUM (Assets Under Management) | $ 72,000,000 |
Red Flags
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