Aaron Harold Kahn
Investment adviser representative at Wms Wealth Planners
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$314.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
14 years in the industry.
- Wms Wealth PlannersJan 2020 to now
- Wealth Management Strategies, Inc.Aug 2012 to now
- Kestra Financial Services, IncApr 2016 to Mar 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (PA).
Wms Wealth Planners
Legal name: Wealth Management Strategies, Inc.
$314.7MAssets managed
292Clients
3Advisers
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
- 6064121
- Firm CRD
- 305481