AdvisorOS Directory
Claim Profile
AR

Aaron Michael Robertson

TRH FINANCIAL LLC·NORTH LIBERTY, Iowa
Unclaimed Profile
1210 JORDAN ST., SUITE 3, NORTH LIBERTY, IA 52317CRD# 5598732Firm CRD# 165615
01

About

Aaron Michael Robertson is a registered financial advisor based in NORTH LIBERTY, Iowa, affiliated with TRH FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
TRH FINANCIAL LLC
HAWKINS WEALTH MANAGEMENT
AUM
$565M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at TRH FINANCIAL LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5598732
Firm CRD# 165615
4 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NORTH LIBERTY?

Browse all registered financial advisors in NORTH LIBERTY, Iowa or claim this profile if it's yours.

Browse NORTH LIBERTY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NORTH LIBERTY
Timothy Ryan Hawkins — TRH FINANCIAL LLCAngela Sue Breitsprecher — TRH FINANCIAL LLCDavid James Lane — DAVID JAMES FINANCIALDavid Patrick Senkyr — DAVID JAMES FINANCIAL
Nearby cities in Iowa
DES MOINES (164)WEST DES MOINES (142)CEDAR RAPIDS (109)DUBUQUE (61)DAVENPORT (35)
City Guides
DES MOINES GuideWEST DES MOINES GuideCEDAR RAPIDS GuideDUBUQUE GuideDAVENPORT Guide
Research
Advisor Fees in IowaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile