Aaron Thompson
Lead Financial Advisor at Berthel Fisher Companies | Annapolis, Maryland, United States
Aaron Thompson’s Email & Phone Number
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Lead Financial Advisor at Berthel Fisher Companies in August 2023 - Present
Financial Professional at SECU Financial Partners in April 2022 - January 2023
Founder at WWW.AGTLIFEINSURANCE.Com in March 2019 - July 2022
Financial Advisor at AGT Wealth Management, LLC 420 Chinquapin Round Rd. Annapolis, Md 21401 in March 2017 - July 2022
Financial Adviser at Voya Financial in June 2010 - March 2017
University of Maryland, January 1997 to January 2002
Mount Saint Joseph High School, January 1996 to January 1997
Since the day we opened our doors in Cedar Rapids, Iowa, in 1985, our Financial Professionals have been our top priority. We’re owned and managed by individuals who know firsthand what it’s like to be in the field, working hard to grow a business. Even today, Tom Berthel continues to maintain his personal clients. As a leading financial services firm, we offer a diverse range of investment specialties and skills. Our investment products and advisory services provide all the tools and programs needed to meet your clients' needs. While we continually adapt to an evolving industry, our core philosophy of delivering unwavering support and resources for Financial Professionals' success remains steadfast. "Berthel Fisher Companies" is a trade name owned by the parent company, Berthel Fisher & Company, an Iowa corporation. It refers to Berthel Fisher & Company and its several subsidiaries. The parent company and its subsidiaries are each separate, independent legal entities. Berthel Fisher & Company Financial Services, Inc. Member FINRA/SIPC; Securities Management & Research, Inc. Member FINRA/SIPC; BFC Planning, Inc. Registered SEC Investment Advisory Firm; BFC Insurance, Inc. Licensed Insurance Firm www.berthel.com/disclosures - www.finra.org - www.sipc.org
Discover more about Berthel Fisher Companies
Financial Professional at Berthel Fisher Companies
Financial Professional at Berthel Fisher Companies
(October 2019 – Present)
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL at Berthel Fisher Companies
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL at Berthel Fisher Companies
(October 2019 – Present)
Bachelor of Science in Business Administration (BSBA) at Wayne State College
Compliance Principal at Berthel Fisher Companies
(March 2022 – Present)
Financial Professional at Berthel Fisher
Registered Representative at Berthel Fisher
(December 2019 – Present)
Independent Financial Advisor at Berthel Fisher Companies
Employee Benefits Consulting and Sales at Seiple Financial Group
(June 1996 – Present)
Administrative Professional
Compliance Specialist at Berthel Fisher Companies
(September 2021 – Present)
What is Aaron Thompson email address?
Email Aaron Thompson at [email protected] and [email protected]. This email is the most updated Aaron Thompson's email found in 2026.
What is Aaron Thompson phone number?
Aaron Thompson phone number is 4434825147.
How to contact Aaron Thompson?
To contact Aaron Thompson send an email to [email protected] or [email protected]. If you want to call Aaron Thompson try calling on 4434825147.
What company does Aaron Thompson work for?
Aaron Thompson works for Berthel Fisher Companies.
What is Aaron Thompson's role at Berthel Fisher Companies?
Aaron Thompson is Lead Financial Advisor
