AH
Aaron R. Harris
LIFEPOINT PLANNING
East Lansing, MI
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CRD#: 6123572
AH
Professional summary
Aaron Ray Harris, who also goes by Aaron Ray Harris, Aaron Harris, is a registered financial advisor currently at LIFEPOINT PLANNING located in East Lansing, Michigan.
Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. 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
Aaron Ray Harris | Aaron Harris
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.
(1)Name of Business: Internet Marketing Consultants Address: 2646 Roseland, East Lansing, MI, 48823, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Run web sites that sell physical goods. (2)Name of Business: N/A Address: 2646 Roseland, East Lansing, MI, 48823, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/15/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will rent my personal vehicle(s) out on Turo.com and Hyrecar.com
CRS (Client Relationship Summary) - RIA
Click below to view Aaron Ray Harris'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®
NoneExperience
Current
September 17, 2025 - Present
LIFEPOINT PLANNING
RIA
CRD#: 296911
East Lansing, MI
Past
February 15, 2018 - June 23, 2025
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
TRYO, MI
Past
February 15, 2018 - June 23, 2025
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
ST. PETERSBURG, FL
Past
May 9, 2013 - February 1, 2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
EAST LANSING, MI
Past
March 4, 2013 - February 1, 2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
EAST LANSING, MI
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".
LIFEPOINT PLANNING
LIFEPOINT PLANNING | LIFEPOINT PLANNING, PLLC
CRD#: 296911 / SEC#: 801-131948
RIA
Registered Investment Advisory firm - (2/7/2025 Approved)Florida
Registered Investment Advisory firm - (9/5/2024 Approved)Illinois
Registered Investment Advisory firm - (2/7/2025 Terminated)Louisiana
Registered Investment Advisory firm - (5/2/2022 Approved)Michigan
Registered Investment Advisory firm - (5/7/2018 Approved)Texas
Registered Investment Advisory firm - (7/6/2018 Conditional Restricted)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
Michigan(9/17/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LIFEPOINT PLANNING
LIFEPOINT PLANNING | LIFEPOINT PLANNING, PLLC
CRD#: 296911 / SEC#: 801-131948
RIA
Registered Investment Advisory firm - (2/7/2025 Approved)Florida
Registered Investment Advisory firm - (9/5/2024 Approved)Illinois
Registered Investment Advisory firm - (2/7/2025 Terminated)Louisiana
Registered Investment Advisory firm - (5/2/2022 Approved)Michigan
Registered Investment Advisory firm - (5/7/2018 Approved)Texas
Registered Investment Advisory firm - (7/6/2018 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1821 Walden Office Square Suite 400, Schaumburg, IL 60173
Mailing Address
Phone number
(844) 505-3618
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 357 |
| AUM (Assets Under Management) | $ 118,882,866 |
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.
