AH
Aaron C. Hilgemann
BAZIS PRIVATE WEALTH
OMAHA, NE 68118
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CRD#: 7268330
AH
Professional summary
Aaron Christopher Hilgemann is a registered financial advisor currently at BAZIS PRIVATE WEALTH, LLC located in Omaha, Nebraska.
Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Aaron has worked at 3 firms and has passed the Series 65 exam.
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.
Beacon Hills Restuarant Start Date: 06/26/2019 Bartender / Server Not investment related 30 Hours a month Compensated
CRS (Client Relationship Summary) - RIA
Click below to view Aaron Christopher Hilgemann'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
February 21, 2024 - Present
BAZIS PRIVATE WEALTH, LLC
Office #1: 816 S. 169th Street, Omaha, NE 68118RIA
CRD#: 148605
OMAHA, NE
Past
January 10, 2024 - February 13, 2024
ORION PORTFOLIO SOLUTIONS, LLC
RIA
CRD#: 107975
OMAHA, NE
Past
August 3, 2020 - May 10, 2022
ORION PORTFOLIO SOLUTIONS, LLC
RIA
CRD#: 125446
OMAHA, NE
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".
BP
BAZIS PRIVATE WEALTH, LLC
BAZIS & YOUNG INVESTMENT GROUP LLC | BAZIS YOUNG INVESTMENT GROUP, LLC | BAZIS PRIVATE WEALTH, LLC | BAZIS PRIVATE WEALTH
CRD#: 148605 / SEC#: 801-107200
RIA
Registered Investment Advisory firm - (1/27/2016 Approved)Iowa
Registered Investment Advisory firm - (1/28/2016 Terminated)Nebraska
Registered Investment Advisory firm - (1/28/2016 Terminated)Oklahoma
Registered Investment Advisory firm - (1/28/2016 Terminated)Texas
Registered Investment Advisory firm - (1/28/2016 Terminated)Virginia
Registered Investment Advisory firm - (1/29/2016 Terminated)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
Nebraska(2/21/2024)
IAR
Texas(2/21/2024)
Current Firm
BP
BAZIS PRIVATE WEALTH, LLC
BAZIS & YOUNG INVESTMENT GROUP LLC | BAZIS YOUNG INVESTMENT GROUP, LLC | BAZIS PRIVATE WEALTH, LLC | BAZIS PRIVATE WEALTH
CRD#: 148605 / SEC#: 801-107200
RIA
Registered Investment Advisory firm - (1/27/2016 Approved)Iowa
Registered Investment Advisory firm - (1/28/2016 Terminated)Nebraska
Registered Investment Advisory firm - (1/28/2016 Terminated)Oklahoma
Registered Investment Advisory firm - (1/28/2016 Terminated)Texas
Registered Investment Advisory firm - (1/28/2016 Terminated)Virginia
Registered Investment Advisory firm - (1/29/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
816 S. 169th Street, Omaha, NE 68118
Mailing Address
Phone number
(402) 965-3334
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 493 |
| AUM (Assets Under Management) | $ 216,693,486 |
Red Flags
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Company Information
BAZIS PRIVATE WEALTH, LLC
CRD#: 148605Omaha, NE 68118TRUST BUT VERIFY
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