AC
Aaron B. Combs
Q2 WEALTH MANAGEMENT
Lexington, KY 40509
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CRD#: 7998709
AC
Professional summary
Aaron Blake Combs is a registered financial advisor currently at Q2 WEALTH MANAGEMENT located in Lexington, Kentucky.
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
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.
Q2 Wealth Insurance LLC; investment-related; Lexington, KY; Fixed insurance sales; Record-keeper; Employee; Start date 1/08/2024; 10 hours/month; 2.5 during trading hours; Clerical
CRS (Client Relationship Summary) - RIA
Click below to view Aaron Blake Combs'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
November 27, 2024 - Present
Q2 WEALTH MANAGEMENT
Office #1: 1792 Alysheba Way Suite 150, Lexington, KY 40509RIA
CRD#: 314932
Lexington, KY
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".
QW
Q2 WEALTH MANAGEMENT
Q2 WEALTH | Q2 WEALTH MANAGEMENT LLC | Q2 WEALTH MANAGEMENT
CRD#: 314932 / SEC#: 801-134286
RIA
Registered Investment Advisory firm - (9/10/2025 Approved)Kentucky
Registered Investment Advisory firm - (9/15/2025 Terminated)Michigan
Registered Investment Advisory firm - (9/15/2025 Terminated)Texas
Registered Investment Advisory firm - (9/15/2025 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
Kentucky(11/27/2024)
Current Firm
QW
Q2 WEALTH MANAGEMENT
Q2 WEALTH | Q2 WEALTH MANAGEMENT LLC | Q2 WEALTH MANAGEMENT
CRD#: 314932 / SEC#: 801-134286
RIA
Registered Investment Advisory firm - (9/10/2025 Approved)Kentucky
Registered Investment Advisory firm - (9/15/2025 Terminated)Michigan
Registered Investment Advisory firm - (9/15/2025 Terminated)Texas
Registered Investment Advisory firm - (9/15/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1792 Alysheba Way Suite 150, Lexington, KY 40509
Mailing Address
Phone number
(859) 216-2169
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 435 |
| AUM (Assets Under Management) | $ 107,894,486 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
Q2 WEALTH MANAGEMENT
CRD#: 314932Lexington, KY 40509TRUST BUT VERIFY
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