user avatar

Aaron Witten

Advisor at Cambridge Investment Research Advisors

Updated today

Location

Leitchfield, KY 42754

Credentials

CFP®, Series 63, Series 65

Industry experience

25 years

About

Aaron Witten is a CFP® professional with 25 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of his advisory role, he serves as treasurer of the Leitchfield Lions Club, is a board member of the Eye Bank of Kentucky, and owns Twin Lakes Coins & Rarities, LLC. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various platforms and third-party strategists to deliver both discretionary and non-discretionary investment advice.

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

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

Occupation focus

Based on Cambridge Investment Research Advisors

Retired Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated

Percentage

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

Commissions

Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products

Project-based

Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour

Other

Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting

Location

715 Mill St.

Leitchfield, KY 42754

Most active in

Kentucky · Texas

Work history

Cambridge Investment Research Advisors

2016 - Present (10 years)

Cambridge Investment Research, Inc.

2016 - Present (10 years)

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

Brad T

Series 65

Litchfield, KY

Owen LaRue Financial Group

Brad Travis is a financial advisor at Owen LaRue Financial Group with 31 years of industry experience. He holds a Series 65 designation and is also a partner at Buckles, Travis & Hart, PLLC, where he has been involved since 1984, performing duties including tax preparation and company payroll. Owen LaRue Financial Group serves individuals, families, trusts, charitable organizations, institutions, and employer-sponsored retirement plans, offering discretionary portfolio management and comprehensive financial planning. The firm employs a combination of fundamental and technical analysis, conducts due diligence on third-party managers, and integrates AI tools with human oversight to support its investment process.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Options & derivatives strategies Founder/Business Owner
user avatar

Liz H

Series 63, Series 65

Leitchfield, KY

Cambridge Investment Research Advisors

Liz Hildebrand is a financial advisor at Cambridge Investment Research Advisors with approximately two years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research, Inc. and Witten Financial Services. Outside of her advisory work, she is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory through a network of independent advisors using multiple account platforms and a range of investment strategies.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
user avatar

Robert C

Series 63, Series 65

Leitchfield, KY

Robert Baird & Co.

Robert Crawford is a financial advisor with Robert W. Baird & Co. in Leitchfield, KY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and has a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. beginning in 1998. Outside of his advisory role, he serves as chairman of the Leitchfield Utilities Commission and holds board and officer positions with local community organizations. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services using a variety of investment strategies and overlays, and the firm also offers municipal advisory and public finance services alongside its investment capabilities.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar

Dina J

Series 66

Clarkson, KY

Edward Jones

Dina Johnson is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Her work history includes roles at Edward Jones since 2017, as well as positions at Medium Rare, LLC and Cooper Brothers Butcher Shop. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Tonya B

Series 63, Series 65

Clarkson, KY

Edward Jones

Tonya Bratcher is a financial advisor at Edward Jones with 28 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. and J.J.B. Hilliard, W.L. Lyons, LLC. Outside of her advisory role, she is involved with Reel Quality Sales and Service, a business offering lawn, handyman, and woodworking services. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of advisors and branch offices.

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

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")