Aaron Jason Grahlman
Investment adviser representative at United Advisor Group
10 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
10 years in the industry.
- United Advisor Group dba Wealth By DesignMay 2025 to now
- United Advisor GroupMar 2023 to now
- United Advisor Group dba Strategic FinancialFeb 2023 to May 2025
- One AmericaMar 2022 to Feb 2023
- On Investment Management CoOct 2018 to Feb 2023
- The O.N. Equity Sales CompanyJun 2018 to Feb 2023
- Ohio National Financial ServicesMay 2018 to Dec 2022
- Heat Transfer Equipment CompanyMar 2018 to Mar 2018
- Strategic Financial Concepts, Inc.Feb 2018 to Feb 2023
- J-mo MarketingFeb 2018 to Apr 2018
- HomeMay 2016 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
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
- 6968654
- Firm CRD
- 324205