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Aaron Jason Robinson

Advisor at Cambridge Investment Research Advisors — South Haven, MI

Updated today

Credentials

Series 63, Series 65

Experience

22 years

Location

South Haven, MI

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,909

Across 2,197 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Aaron Robinson is a financial advisor with Cambridge Investment Research Advisors. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, TIAA, and multiple terms with Cambridge Investment Research. Robinson also has a role at Edge Insurance Group, focusing on insurance and benefits. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of discretionary and non-discretionary portfolio management strategies.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

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Fee options

Fixed

For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

Location

See office

South Haven, MI

South Haven MI

Advisors at this office

2

Most active in

Michigan

Work history

22 years of industry experience

Cambridge Investment Research Advisors

2022 - Present • 4 years

Fairfield, IA

Cambridge Investment Research, Inc.

2022 - Present • 4 years

Fairfield, IA

Mass Mutual Investors Services

2021 - 2022 • 1 year

Fenton, MI

MassMutual Life Insurance Co

2021 - 2022 • 1 year

Fenton, MI

Edge Insurance Group

2019 - Present • 7 years

Grandville, MI

Self-employed non-securities related

2019 - 2019 • 1 year

Byron Center, MI

Tiaa

2018 - 2019 • 1 year

Kalamazoo, MI

TIAA-CREF

2018 - 2019 • 1 year

Kalamazoo, MI

Self-employed non-securities related

2017 - 2018 • 1 year

Byron Center, MI

Cambridge Investment Research Advisors, Inc

2010 - 2017 • 7 years

Caledonia, MI

Cambridge Investment Research Inc

2010 - 2017 • 7 years

Caledonia, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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David H

CFP®, Series 65

South Haven, MI

Valeo Financial Advisors, LLC

David Hecht is a CFP® and holds a Series 65 license with 23 years of industry experience. He has been with Valeo Financial Advisors, LLC since 2018. Valeo Financial Advisors is a registered investment adviser serving individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $13 billion in assets using strategic asset allocation and independent managers, offering comprehensive financial planning alongside a simplified model portfolio option.

Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
user avatar

Krista S

Series 63, Series 65

South Haven, MI

FIFTH THIRD SECURITIES, Inc.

Krista Shoemaker is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fifth Third Bank and in the restaurant industry. Outside of finance, she is involved in a hairstyling business. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers a range of investment programs via its Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Grace V

Series 66

South Haven, MI

Edward Jones

Grace Van Vooren is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her background includes roles in hospitality and restaurant management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of discretionary and non-discretionary investment solutions and operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Paul H

Series 66

South Haven, MI

Edward Jones

Paul Hix is a financial advisor with Edward Jones in South Haven, MI, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he serves as President of the Greater Fennville Chamber of Commerce and is a past president of the South Haven Center for the Arts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
user avatar

Thomas S

Series 66

South Haven, MI

Cambridge Investment Research Advisors

Thomas Sharwarko is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 12 years of industry experience and has worked at Cambridge since 2014 and at Whiteford Wealth Management since 2013. Outside of his advisory roles, he owns a cleaning business and serves as president and board member of a non-public property management company. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of investment strategies and custody arrangements tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar

Caleb D

CFP®, Series 63, Series 65

South Haven, MI

LPL Financial

Caleb Duckworth is a CFP®-certified financial advisor with eight years of industry experience. He is currently with LPL Financial and previously worked at Fifth Third Securities, Fifth Third Bank, and Huntington National Bank. Outside of his advisory role, Caleb is involved in real estate management and renovation activities in Michigan. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives, offering diversified advisory programs and financial planning services.

College savings (529s, UTMA, etc.)
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