Aaron Kenneth Kosch
Investment adviser representative at LPL Financial LLC
23 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
23 years in the industry.
- LPL Financial LLCFeb 2020 to now
- United WayMay 2011 to now
- Columbus Morning Rotary ClubAug 2007 to now
- Kosch Financial Inc.Nov 2010 to Feb 2020
- Securities America Inc.Nov 2010 to Feb 2020
- Securities America AdvisorsNov 2010 to Jan 2020
- Aaron KoschDec 2003 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 4651207
- Firm CRD
- 6413