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Aaron Hayden Ells

Aaron Hayden Ells

CFP®
THRIVENT ADVISOR NETWORK
Kalispell, MT
·CRD# 6114702·14 years experience

Professional Summary

Aaron Hayden Ells, CFP® is a registered financial advisor currently at THRIVENT ADVISOR NETWORK, LLC located in Kalispell, Montana. Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Aaron has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2022

Years of Experience

14 years in the financial services industry

Current & Past Employments

THRIVENT ADVISOR NETWORK, LLC·CRD# 304569
RIA
18 Village Loop, Kalispell, MT 59901
September 22, 2020 - Present
THRIVENT INVESTMENT MANAGEMENT INC.·CRD# 18387
RIA
Kalispell, MT
November 26, 2012 - October 8, 2020
THRIVENT INVESTMENT MANAGEMENT INC.·CRD# 18387
BD
Kalispell, MT
October 29, 2012 - October 7, 2020

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Current Firm

TA
THRIVENT ADVISOR NETWORK, LLC

49 FINANCIAL GROUP | TM3 WEALTH | THRIVENT ADVISOR NETWORK, LLC | SOLOMON PRIVATE WEALTH | SEA GLASS WEALTH ADVISORS | RETIREPATH ADVISORS | PRAIRIEVIEW WEALTH PARTNERS | PITON WEALTH | PERSPECTIVE PLANNING PARTNERS | PERSPECTIVE FINANCIAL SERVICES | PEARL STREET WEALTH PARTNERS | PASSAGE WEALTH | PARABLE WEALTH PARTNERS | PALOMAR WEALTH | NORTH OAKS FINANCIAL GROUP | M25 ADVISORS | LOUIS C. CILIBERTI & ASSOCIATES, LTD | LIGHTHOUSE WEALTH PARTNERS | LANDMARK WEALTH MANAGEMENT GROUP | KEIL FINANCIAL PARTNERS | INTENTGEN FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | HILLCREST FINANCIAL GROUP | EVEXIA WEALTH | CROSSROADS FINANCIAL GROUP | CONCOURS CAPITAL ADVISORS | CEDAR COVE WEALTH PARTNERS | AWAKEN WEALTH PARTNERS | ARBORBROOK FINANCIAL CONSULTANTS | ADVENT PARTNERS | ABIDING WEALTH PARTNERS | 5280 ASSOCIATES

CRD#: 304569 / SEC#: 801-117013
RIA
Registered Investment Advisory firm - SEC (7/24/2019 Approved)

Contact Information

Main Address

600 Portland Avenue South, Minneapolis, MN 55415

Phone Number

(612) 844-8444

# of Employees

119

SEC notice filing (47 States and Territories)

Registered to provide investment advisory services in 47 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TAN FIRM BROCHURE (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

25,415

AUM (Assets Under Management)

$6,835,173,774

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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.

Aaron Ells is dually-registered with Thrivent Advisor Network, LLC d/b/a Piton Wealth and Purshe Kaplan Sterling Investments, Inc. ("PKS"). Aaron Ells has served as an investment advisor representative for TAN and an registered representative with PKS since 09/2020. Business is conducted from 18 Village Loop, Kalispell, MT 59901. Approximately 90% of Aaron Ells's time is for services as an investment advisor representative and the balance as a registered representative. Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month NW Montana Estate Planning Council; Not Investment-Related; 18 Village Loop, Kalispell, MT 59901; Board President; 12/20/2023; approximately 4 hours per month; Preside over board member meetings and help set direction for the council.

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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".
TA
THRIVENT ADVISOR NETWORK, LLC

49 FINANCIAL GROUP | TM3 WEALTH | THRIVENT ADVISOR NETWORK, LLC | SOLOMON PRIVATE WEALTH | SEA GLASS WEALTH ADVISORS | RETIREPATH ADVISORS | PRAIRIEVIEW WEALTH PARTNERS | PITON WEALTH | PERSPECTIVE PLANNING PARTNERS | PERSPECTIVE FINANCIAL SERVICES | PEARL STREET WEALTH PARTNERS | PASSAGE WEALTH | PARABLE WEALTH PARTNERS | PALOMAR WEALTH | NORTH OAKS FINANCIAL GROUP | M25 ADVISORS | LOUIS C. CILIBERTI & ASSOCIATES, LTD | LIGHTHOUSE WEALTH PARTNERS | LANDMARK WEALTH MANAGEMENT GROUP | KEIL FINANCIAL PARTNERS | INTENTGEN FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | HILLCREST FINANCIAL GROUP | EVEXIA WEALTH | CROSSROADS FINANCIAL GROUP | CONCOURS CAPITAL ADVISORS | CEDAR COVE WEALTH PARTNERS | AWAKEN WEALTH PARTNERS | ARBORBROOK FINANCIAL CONSULTANTS | ADVENT PARTNERS | ABIDING WEALTH PARTNERS | 5280 ASSOCIATES

CRD#: 304569 / SEC#: 801-117013
RIA
Registered Investment Advisory firm - SEC (7/24/2019 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.
IAR
Montana
(9/22/2020)
IAR
Texas
(8/17/2022)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Nov 2012About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2012About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Aaron Hayden Ells's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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Aaron Hayden Ells
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