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Aaron Sturm

Advisor at Kestra Advisory — Perry, IA

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Perry, IA 50220

Kestra Advisory logo

Kestra Advisory

Enterprise

Total advisors

1,464

Across 549 offices

Clients per advisor

79 High

Avg AUM per client

$618,892 High

HNW client ratio

23% Typical

About

Aaron Sturm is a financial advisor with Kestra Advisory and holds a Series 66 designation. He joined the firm in 2026 and previously worked at Casey's Corporation from 2022 to 2025, as well as serving in educational roles at the University of Iowa and Waukee High School. Sturm is based in Perry, Iowa. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and supports multiple management platforms with approximately $79.8 billion in assets under management.

Client services

Based on Kestra Advisory

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Kestra Advisory

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management

Occupation focus

Based on Kestra Advisory

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees for financial planning and consulting typically range from $1,000 to $100,000, negotiated with the client.

Percentage

Start-up - $1,999,999: 1.50% $2,000,000 - $4,999,999: 1.25% $5,000,000 - $9,999,999: 1.00% $10,000,000 - $24,999,999: 0.75% $25,000,000+: 0.50%

Commissions

Commission-based compensation is available through affiliated broker-dealer Kestra IS; commissions and fees vary by product.

Project-based

Financial planning and consulting services may be charged on an hourly basis when applicable.

Subscriptions

Subscription fees may be charged monthly, quarterly, or semi-annually for financial planning or consulting services.

Other

Account minimum: $10,000 (minimum for AdvisorChoice platform, but may be waived) Minimum fee: Minimum annual account fees on AdvisorEnterprise platform: $60 (APM-Tickets), $95 (APM-Wrap), $75 (FSP and SMA), $350 (UMA) Fee-only: Flat fees generally range from $1,000 to $100,000 but can be more or less as negotiated. Financial planning and consulting fees can also be charged hourly, as a percentage of assets, flat fee, or subscription (e.g., monthly, quarterly).

Location

See office

Perry, IA

1126 2nd Street

Perry IA 50220

Advisors at this office

1

Most active in

Iowa

Work history

< 1 year of industry experience

Kestra Advisory

2026 - Present • 1 year

Perry, IA

Kestra Investment Services, LLC

2025 - Present • 1 year

Perry, IA

Kestra Investment Services, LLC

2025 - 2025 • 1 year

Perry, IA

Casey's Corporation

2022 - 2025 • 3 years

Ankeny, IA

University of Iowa

2017 - 2022 • 5 years

Iowa City, IA

Waukee High School

2013 - 2017 • 4 years

Waukee, IA

Disclosures

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

Business activities & affiliations

user avatar

Carmen B

Series 63, Series 65

Dallas Center, IA

Mass Mutual Investors Services

Carmen Black is a financial advisor with Mass Mutual Investors Services in Dallas Center, IA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Co. since 1991. Outside her advisory role, she owns and operates a boarding facility for dogs. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to deliver collaborative, goal-focused advice.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar

Jackson M

Series 66

Jefferson, IA

Edward Jones

Jackson Morton is a financial advisor at Edward Jones in Jefferson, IA, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience working in various roles including at Mumma and Pedersen Law Firm, Home State Bank, and Heartland Bank. Outside of his advisory role, he is involved with Paup Farms LLC and Paup Ag Services LLC in farming and agricultural services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and provides a range of advisory services supported by a large nationwide network of financial advisors and branch offices.

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

Maxwell N

CFP®, Series 63, Series 66

Jefferson, IA

LPL Financial

Maxwell Neese is a financial advisor at LPL Financial with five years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior roles include positions at Cambridge Investment Research Advisors, MWA Financial Services, and Modern Woodmen of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of investment strategies and advisor support tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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David G

Series 66

Panora, IA

Edward Jones

David Grove is a Series 66-licensed financial advisor with Edward Jones in Panora, Iowa, where he has worked since 2010. He has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

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

Andrew B

Series 66

Perry, IA

Edward Jones

Andrew Brommer is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, he was employed at Princor Financial Group and Principal Life Insurance Co. Brommer is also the owner of Brommer Investments LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of managed solutions and advisory services supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner
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Timothy H

CFP®, Series 63, Series 65

Jefferson, IA

LPL Financial

Timothy Heisterkamp is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial since 2024. Prior to joining LPL, he worked at Cambridge Investment Research Advisors and Investment Centers of America, Inc. Heisterkamp is also a minister and has been involved in political organizing through the Thomas Laehn Exploratory Committee, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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