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Credentials
Series 65
Experience Industry experience
4 years
Location
Horseshoe Bend, ID
Trek Line Wealth
Independent
Total advisors
1Clients per advisor
40 HighAvg AUM per client
$208,123 LowHNW client ratio
3% LowAaron Flores is a financial advisor at Trek Line Wealth with four years of industry experience. He holds a Series 65 designation and has previously been involved with My Day Counts for eleven years. Trek Line Wealth is an independent registered investment adviser that provides discretionary portfolio management and integrated financial planning services to individuals, high-net-worth clients, small businesses, charitable organizations, and private foundations. The firm employs a globally diversified, long-term investment approach using fundamental and quantitative analysis with a focus on index funds, ETFs, and select individual equities.
$0 - $1,000,000: 1.00% (100 basis points) annually $1,000,001 - $2,000,000: 0.75% (75 basis points) annually $2,000,001+: 0.50% (50 basis points) annually
Account minimum: $100,000
Horseshoe Bend, ID
Horseshoe Bend ID
Advisors at this office
1
California · Idaho
4 years of industry experience
Trek Line Wealth
2022 - Present • 4 years
Horseshoe Bend, ID
My Day Counts
2013 - 2024 • 11 years
Anaheim, CA
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 63, Series 65
Sweet, ID
Caldwell Sutter Capital, Inc.
Susan Metcalf is a CFA® charterholder with 40 years of industry experience. She is currently affiliated with Caldwell Sutter Capital, Inc. and has worked at Caldwell Securities, Inc. since 2017 and Sutter Securities Inc. since 2010. Outside of her advisory work, she serves as Vice President of Letha Irrigation and Water Company, managing water rights for agricultural land, and is managing partner of a family partnership owning ranch property. Caldwell Sutter Capital primarily serves high-net-worth individuals, families, corporations, and municipal clients, offering portfolio management and financial planning. The firm emphasizes customized equity and fixed-income portfolios through a fundamental value process focused on long-term, buy-and-hold investing.
Series 63, Series 65
Emmett, ID
LPL Financial
Jeremiah Vickery is a financial advisor with LPL Financial in Emmett, Idaho, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been with LPL Financial since 2021 and previously worked at MML Investor Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he is involved with Payette River Consulting, a business entity related to tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with investment advice delivered primarily by independent adviser representatives.
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