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Aaron Michael Robertson

TRH FINANCIAL LLC·NORTH LIBERTY, Iowa
SIE, Series 7, Series 66CFPClean record16 years registeredTRH FINANCIAL LLC
1210 JORDAN ST., SUITE 3, NORTH LIBERTY, IA 52317CRD# 5598732Firm CRD# 165615

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Aaron Michael Robertson · NORTH LIBERTY, IA
Registration
CRD #5598732 · TRH FINANCIAL LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Jul 2022 – present
HAWKINS WEALTH MANAGEMENT
Oct 2012 – Jul 2022
NORTH LIBERTY, IA
SII INVESTMENTS, INC.
Nov 2009 – Oct 2012
CORALVILLE, IA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · November 19, 2009
Years registered · 16
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TRH FINANCIAL LLC
CRD 165615 · SEC 801-96285
AUM
$565M
Regulatory assets under management
Employees
14
1,928 client accounts
Services offered by TRH FINANCIAL LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at TRH FINANCIAL LLC →
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05

Frequently Asked Questions

What services does Aaron Michael Robertson offer?
Aaron Michael Robertson specializes in Financial Planning, Investment Management. Contact their office in NORTH LIBERTY, Iowa for a consultation.
What are Aaron Michael Robertson's credentials?
Aaron Michael Robertson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Aaron Michael Robertson located?
Aaron Michael Robertson is based in NORTH LIBERTY, Iowa, working with TRH FINANCIAL LLC. Their office serves clients in the NORTH LIBERTY metropolitan area and surrounding communities.
How does Aaron Michael Robertson charge for services?
Aaron Michael Robertson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRH FINANCIAL LLC?
TRH FINANCIAL LLC has approximately 14 employees and manages $565M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRH FINANCIAL LLC

Timothy Ryan Hawkins
NORTH LIBERTY, IA
CFP
Angela Sue Breitsprecher
NORTH LIBERTY, IA
Anthony Joseph Gaiffe
CORALVILLE, IA
CFP

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