Aaron P. Nielsen

SHARED PROSPERITY GROUP

PORTLAND, OR 97239

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CRD#: 6086063

Professional summary

Aaron Phillip Nielsen, who also goes by Aaron Phillip Nielsen, is a registered financial advisor currently at SHARED PROSPERITY GROUP located in Portland, Oregon.

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

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Aaron Phillip Nielsen

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) - RIA

Click below to view Aaron Phillip Nielsen'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®

None

Experience

Current

October 31, 2025 - Present

SHARED PROSPERITY GROUP

Office #1: 5441 S Macadam Ave Ste N, Portland, OR 97239

RIA

CRD#: 338743

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.

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)

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 65

Date: 11/15/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/22/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/12/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/22/2013

General Securities Representative Examination

Current Firm

SHARED PROSPERITY GROUP

SHARED PROSPERITY GROUP | SHARED PROSPERITY GROUP LLC

CRD#: 338743 / SEC#:

Oregon

Registered Investment Advisory firm - (10/31/2025 Approved)

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Contact information

Main Address

Portland, OR

Mailing Address

Phone number

(503) 343-9909

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	4
AUM (Assets Under Management)	$ 664,229

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. Nielsen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Phillip Nielsen's CRS (Customer Relationship Summary).

Certified licenses

Experience

EMPOWER ADVISORY GROUP, LLC

EMPOWER ADVISORY GROUP, LLC

PERSONAL CAPITAL ADVISORS CORPORATION

FISHER INVESTMENTS

MARINER WEALTH

MARINER WEALTH ADVISORS

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/15/2016

Series 63

Date: 3/22/2013

SIE

Date: 9/12/2016

Series 7

Date: 2/22/2013

Current Firm

SHARED PROSPERITY GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SHARED PROSPERITY GROUP

TRUST BUT VERIFY

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