Aaron Michael Sloan
Investment adviser representative at United Advisor Group
14 yearsExperience
1 stateRegistered in
$1.4BFirm assets
3 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
14 years in the industry.
- United Advisor GroupFeb 2023 to now
- Sherwood Community BankMay 2021 to now
- The O.N. Equity Sales CompanyJun 2017 to now
- Strategic Financial ConceptsAug 2016 to now
- Ohio National Financial ServicesJul 2016 to now
- Aaron Sloan Insurance PracticeJun 2016 to now
- Southwest Baptist UniversityMay 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (MO).
United Advisor Group
Legal name: United Advisor Group, LLC
$1.4BAssets managed
6,600Clients
58Advisers
3 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
- 6811910
- Firm CRD
- 324205