AH
Aaron R. Harwood
WEALTH TEAMS ALLIANCE
Burnsville, MN
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CRD#: 7911034
AH
Professional summary
Aaron Robert Harwood, who also goes by Aaron Robert Harrwood, is a registered financial advisor currently at WEALTH TEAMS ALLIANCE located in Burnsville, Minnesota.
Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Aaron has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Aaron Robert Harrwood
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.
Managing Member and Partner BrewTown Capital LLC Established 09/2020 for the purpose of investment real estate purchase (rentals) Address: 111 E. Wisconsin Ave, Suite 1400, Milwaukee, WI 53202 hours/month: <5hrs Member and Partner BlueSky Capital LLC Established 03/2022 for the purpose of investment real estate purchase (rentals) Address: 14588 Summit Shores Drive, Burnsville, MN 55306 hours/month: <2hrs Member and Partner H&F Rental Homes LLC Established 06/2013 for the purpose of investment real estate purchase (rentals) Address: 2800 E. Enterprise Ave, STE 333, Appleton, WI 54913 hours/month: <5hrs President/Proprietor Superior Assets LLC Established 06/2020 for the purpose of real estate investment and management services Address: 30 N. Gould St, STE 1884, Sheridan, WY 82801 hours/month: <2hrs
CRS (Client Relationship Summary) - RIA
Click below to view Aaron Robert Harwood'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
May 7, 2024 - Present
WEALTH TEAMS ALLIANCE
RIA
CRD#: 168907
Burnsville, MN
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".
WT
WEALTH TEAMS ALLIANCE
IA NETWORK | WEALTH TEAMS ALLIANCE INC. | WEALTH TEAMS ALLIANCE | WB CONSULTING, LLC | OAK GROVE, LLC | OAK GROVE, INC. | OAK GROVE | MORGAN ASSET MANAGEMENT
CRD#: 168907 / SEC#: 801-122977
RIA
Registered Investment Advisory firm - (1/3/2022 Approved)California
Registered Investment Advisory firm - (1/21/2023 Terminated)Colorado
Registered Investment Advisory firm - (11/9/2018 Terminated)Florida
Registered Investment Advisory firm - (12/22/2022 Terminated)Kansas
Registered Investment Advisory firm - (12/22/2022 Terminated)Michigan
Registered Investment Advisory firm - (11/16/2018 Terminated)Minnesota
Registered Investment Advisory firm - (3/13/2018 Terminated)Rhode Island
Registered Investment Advisory firm - (11/8/2018 Terminated)Texas
Registered Investment Advisory firm - (12/22/2022 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
Minnesota(5/7/2024)
Current Firm
WT
WEALTH TEAMS ALLIANCE
IA NETWORK | WEALTH TEAMS ALLIANCE INC. | WEALTH TEAMS ALLIANCE | WB CONSULTING, LLC | OAK GROVE, LLC | OAK GROVE, INC. | OAK GROVE | MORGAN ASSET MANAGEMENT
CRD#: 168907 / SEC#: 801-122977
RIA
Registered Investment Advisory firm - (1/3/2022 Approved)California
Registered Investment Advisory firm - (1/21/2023 Terminated)Colorado
Registered Investment Advisory firm - (11/9/2018 Terminated)Florida
Registered Investment Advisory firm - (12/22/2022 Terminated)Kansas
Registered Investment Advisory firm - (12/22/2022 Terminated)Michigan
Registered Investment Advisory firm - (11/16/2018 Terminated)Minnesota
Registered Investment Advisory firm - (3/13/2018 Terminated)Rhode Island
Registered Investment Advisory firm - (11/8/2018 Terminated)Texas
Registered Investment Advisory firm - (12/22/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
15520 Rockfield Blvd Suite G, Irvine, CA 92618
Mailing Address
Phone number
(877) 282-4768
Established
Firm type
Fiscal year end
# of Employees
26
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 950 |
| AUM (Assets Under Management) | $ 205,554,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
