Aaron Paynter Ammerman
Investment adviser representative at Alpha Financial Partners LLC
13 yearsExperience
1 stateRegistered in
$459.9MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Alpha Financial Partners LLCJan 2020 to now
- Purshe Kaplan Sterling Investments, Inc.Mar 2020 to Dec 2022
- UBS Financial Services IncJul 2013 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (KY).
Alpha Financial Partners LLC
$459.9MAssets managed
402Clients
6Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2178388
- Firm CRD
- 306639