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Aaron Bronelle Wilbanks

AARON WILBANKS & ASSOCIATES, INC.·OKLAHOMA CITY, Oklahoma
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4334 NW EXPRESSWAY, OKLAHOMA CITY, OK 73116CRD# 1983697Firm CRD# 118304
01

About

Aaron Bronelle Wilbanks is a registered financial advisor based in OKLAHOMA CITY, Oklahoma, affiliated with AARON WILBANKS & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
AARON WILBANKS & ASSOCIATES, INC.
WILBANKS SECURITIES ADVISORY
AUM
$137M
Regulatory assets under management
Employees
48
Total firm employees
View all advisors at AARON WILBANKS & ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Other advisory services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1983697
Firm CRD# 118304
8 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Aaron Bronelle Wilbanks offer?
Aaron Bronelle Wilbanks specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.
What are Aaron Bronelle Wilbanks's credentials?
Aaron Bronelle Wilbanks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aaron Bronelle Wilbanks located?
Aaron Bronelle Wilbanks is based in OKLAHOMA CITY, Oklahoma, working with AARON WILBANKS & ASSOCIATES, INC.. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.
How does Aaron Bronelle Wilbanks charge for services?
Aaron Bronelle Wilbanks's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AARON WILBANKS & ASSOCIATES, INC.?
AARON WILBANKS & ASSOCIATES, INC. has approximately 48 employees and manages $137M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oklahoma
TULSA (209)BARTLESVILLE (28)EDMOND (25)DURANT (6)ARDMORE (5)
City Guides
TULSA GuideBARTLESVILLE GuideEDMOND GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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