A complete list of active advisors currently associated with AAN Wealth Advisors LLC

Warmer can help you find a great advisor at AAN Wealth Advisors LLC or one who fits your needs even better.

AAN Wealth Advisors works with individual investors (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations, and investment companies. The firm provides advisory services through model portfolio recommendations, ongoing oversight, and project consulting and financial planning engagements. Rather than managing portfolios directly, AAN conducts an intake process (risk‑tolerance questionnaire and Investment Policy Statement) and recommends model portfolios that are managed on a discretionary basis by an unaffiliated subadvisor; AAN retains oversight authority and can select, change, hire, or fire the subadvisor. Because the subadvisor models are not tailored security‑by‑security, clients should expect limited ability to impose individualized restrictions on holdings. AAN operates from seven offices across multiple states and reports $130 million in discretionary assets under management, a multi‑office footprint that is uncommon for firms of its team size. The firm also maintains an affiliated insurance marketing entity and has advisors who are licensed to sell insurance, creating reciprocal referral relationships and disclosed conflicts of interest that clients should consider.

To learn more about the advisors currently working at AAN Wealth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.