Aaron Pike Rugh
Investment adviser representative at Rm Financial Services, LLC
20 yearsExperience
1 stateRegistered in
$245.4MFirm assets
5 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
20 years in the industry.
- Pks InvestmentsOct 2023 to now
- Rm Financial Services, LLCDec 2006 to now
- Next Financial Group, Inc.Dec 2006 to Oct 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (ME).
Rm Financial Services, LLC
$245.4MAssets managed
402Clients
3Advisers
5 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
- 2364853
- Firm CRD
- 304297