Aaron H. Kahn
WMS WEALTH PLANNERS
Pittsburgh, PA 15215
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CRD#: 6064121
Professional summary
Aaron Harold Kahn, CFP® is a registered financial advisor currently at WMS WEALTH PLANNERS located in Pittsburgh, Pennsylvania.
Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Aaron has worked at 3 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.
Business Name: Wealth Management Strategies, Inc Investment Related: Yes Address: 17 Brilliant Ave, Suite 302 Pittsburgh PA 15215 Nature of Business: using a DBA name; Consulting; Insurance; Position, Title or Relationship: Advisor Start Date: 8/20/2012 Hours per month: 31% - 40% (49 - 64 hours) Hours per month during trading hours: 31% - 40% (43 - 56 hours) Duties: Insurance Sales, giving presentations or hosting discussions about financial literacy, performing the steps of the financial planning process. Business Name: Weathered Wallet Investment Related: No Address: 17 Brilliant Ave, Suite 302 Pittsburgh PA 15215 Nature of Business: Other Other/None of the Above Interviews with individuals about their experiences with their money. Position, Title or Relationship: Founder, Editor-in-Chief Start Date: 5/2/2016 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Develop content, manage marketing, operate entity in its full capacity.Business Name: Trail Pittsburgh Investment Related: No Address: 7500 Brooktree Road Wexford PA 15090 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board Member, Web Content Chairman Start Date: 2/23/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Attend board meetings, create web content, help manage website & social media, attend trail work days.
CRS (Client Relationship Summary) - RIA
Click below to view Aaron Harold Kahn'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®
Start date: 2015
Experience
Current
January 13, 2020 - Present
WMS WEALTH PLANNERS
Office #1: 17 Brilliant Avenue Suite 302, Pittsburgh, PA 15215RIA
CRD#: 305481
Pittsburgh, PA
Past
April 19, 2016 - April 1, 2020
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
PITTSBURGH, PA
Past
January 15, 2013 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
PITTSBURGH, PA
Past
October 23, 2012 - April 1, 2020
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
PITTSBURGH, PA
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".
WW
WMS WEALTH PLANNERS
WEALTH MANAGEMENT STRATEGIES | WMS WEALTH PLANNERS | WEALTH MANAGEMENT STRATEGIES, INC.
CRD#: 305481 / SEC#: 801-117711
RIA
Registered Investment Advisory firm - (11/29/2019 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
Pennsylvania(1/13/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WW
WMS WEALTH PLANNERS
WEALTH MANAGEMENT STRATEGIES | WMS WEALTH PLANNERS | WEALTH MANAGEMENT STRATEGIES, INC.
CRD#: 305481 / SEC#: 801-117711
RIA
Registered Investment Advisory firm - (11/29/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
17 Brilliant Avenue Suite 302, Pittsburgh, PA 15215
Mailing Address
Phone number
(412) 781-7100
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 671 |
| AUM (Assets Under Management) | $ 252,909,500 |
Red Flags
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