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Aaron E. Westlund

Some features on this profile are disabled
CRD#: 5370871
AW

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Aaron Eugene Westlund was a registered financial professional .

Aaron is a previously registered financial professional and started their career in finance in 2008. Aaron had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
I SERVE AS AN INDEPENDENT SPECIAL ADVISER TO DAVITA INC., PRINCIPALLY ON FINANCIAL REPORTING AND FINANCIAL ACCOUNTING MATTERS. MY CONSULTING AGREEMENT WITH DAVITA ONLY COMMITS ME FOR UP TO 9 HOURS PER WEEK, AND ONLY AT TIMES AND FROM LOCATIONS OF MY CHOOSING, WHICH ARE GENERALLY ONLY SPENT AFTER MARKET HOURS ON TRADING DAYS OR ON WEEKENDS AND FROM MY HOME. I MAY ALSO PROVIDE ADDITIONAL ADVISORY TIME TO DAVITA UNDER THIS AGREEMENT, BUT ONLY IF I AM AVAILAILABLE AND SOLELY AT MY DISCRETION. TOTAL ADVISORY TIME SPENT HAS BEEN ON AVERAGE 9-18 HOURS PER WEEK (OR 36-72 HOURS PER MONTH). THIS ADVISORY RELATIONSHIP BEGAN AFTER I RETIRED FROM MY PRIOR PART-TIME ROLE AS A DIRECTOR IN DAVITA'S FINANCIAL REPORTING DEPARTMENT IN JULY 2022.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

January 1, 2008 - April 23, 2024

POORMAN CREEK CAPITAL ADVISORS, LLC

RIA
CRD#: 143028
KENT, WA

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 7/27/2007
Uniform Investment Adviser Law Examination

Current Firm

PC
POORMAN CREEK CAPITAL ADVISORS, LLC
POORMAN CREEK CAPITAL ADVISORS, LLC

CRD#: 143028 / SEC#:

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Contact information

Main Address
Kent, WA
Mailing Address
Phone number
(253) 377-0305
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts1
AUM (Assets Under Management)$ 1,300,000

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.

Company Information

POORMAN CREEK CAPITAL ADVISORS, LLC

CRD#: 143028

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