AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
AN

Aaron P. Nielsen

PORTLAND, OR
Some features on this profile are disabled
CRD#: 6086063
AN

Professional summary


Aaron Phillip Nielsen was a registered financial advisor .

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Aaron had worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

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.
The advisor shows no other business activity.

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


Current

October 31, 2025 - Present

PORTLAND, OR
Past

October 25, 2024 - July 29, 2025

EMPOWER ADVISORY GROUP, LLC

RIA
CRD#: 112058
Portland, OR
Past

April 3, 2023 - October 22, 2024

EMPOWER ADVISORY GROUP, LLC

RIA
CRD#: 112058
Portland, OR
Past

October 17, 2022 - April 3, 2023

PERSONAL CAPITAL ADVISORS CORPORATION

RIA
CRD#: 155172
Vancouver, WA
Past

August 16, 2017 - October 17, 2022

FISHER INVESTMENTS

RIA
CRD#: 107342
CAMAS, WA
Past

November 15, 2016 - May 11, 2017

MARINER WEALTH

RIA
CRD#: 140195
TULSA, OK
Past

November 15, 2016 - May 11, 2017

MARINER WEALTH ADVISORS

RIA
CRD#: 107355
TULSA, OK
Past

February 24, 2013 - September 12, 2016

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
Irving, TX

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
Oregon
(10/31/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/15/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current firm


No current employment

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


No current employment

TRUST BUT VERIFY

Monitor Aaron Nielsen

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics