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Aron Kent Scott

Advisor at Eagle Strategies (NY Life) — Pella, IA

Updated today

Credentials

Series 63, Series 65

Experience

13 years

Location

Pella, IA 50219

Eagle Strategies (NY Life) logo

Eagle Strategies (NY Life)

Enterprise

Total advisors

2,519

Across 964 offices

Clients per advisor

53 Typical

Avg AUM per client

$235,446 Low

HNW client ratio

20% Typical

About

Aron Scott is a financial advisor with Eagle Strategies (NY Life) in Pella, Iowa, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with firms including NYLIFE Securities LLC and Raymond James Financial Services. Outside of his advisory role, Aron serves as an elder and youth group leader at Grace Evangelical Lutheran Church and is vice president of the Oskaloosa Activities Booster Club. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored recommendations primarily managed on a non-discretionary basis.

Client services

Based on Eagle Strategies (NY Life)

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Eagle Strategies (NY Life)

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy

Occupation focus

Based on Eagle Strategies (NY Life)

Founder/Business Owner Executive

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Fee options

Fixed

One-time seminar fees generally range from $35 to $200 per attendee

Percentage

$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)

Project-based

Fee-based hourly advice ranges from $100 to $400 per hour

Subscriptions

Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly

Other

Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour

Location

See office

Pella, IA

821 Franklin Street

Pella IA 50219

Advisors at this office

2

Most active in

Iowa · Texas

Work history

13 years of industry experience

RAYMOND James FINANCIAL SERVICES ADVISORS, INC.

2026 - Present • 1 year

Pella, IA

Marion County Bank

2026 - Present • 1 year

Pella, IA

Main Street Advisory Group

2026 - Present • 1 year

Pella, IA

Raymond James Financial Services, inc.

2026 - Present • 1 year

Pella, IA

Eagle Strategies LLC

2023 - 2026 • 3 years

Pella, IA

NYLIFE Securities LLC

2018 - 2026 • 8 years

Pella, IA

Wiskus Group

2014 - 2026 • 12 years

Pella, IA

William Penn University

2014 - 2024 • 10 years

Oksaloosa, IA

NYLIFE Securities LLc

2013 - 2017 • 4 years

Hiawatha, IA

New York Life Insurance Company

2013 - 2017 • 4 years

Hiawatha, IA

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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John S

Series 65

Pella, IA

Bellingham Capital

John Sloan III is a financial advisor at Bellingham Capital with two years of industry experience. He holds a Series 65 designation and has prior work experience in wellness and therapy centers. Bellingham Capital offers discretionary portfolio management and financial planning to a range of clients including individuals, high-net-worth clients, trusts, foundations, charities, corporations, and retirement plans. The firm uses a long-term, strategic asset allocation approach with proprietary model portfolios and emphasizes fundamental analysis supplemented by technical indicators for trade timing.

Retirement income strategy Debt management Business exit / sale strategy Equity Recipients (RS/RSU, SOP, ESPP) Cash flow / budgeting
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Devin R

CFP®, Series 63, Series 65

Pella, IA

INTELLICENTS INVESTMENT SOLUTIONS INC

Devin Reimer is a CFP®-designated financial advisor with over 21 years of industry experience. He is currently affiliated with Intellicents Investment Solutions Inc., where he has worked since 2018. His prior experience includes roles at Mutual Securities, Inc. and Securities America Advisors. Reimer serves as secretary on the board of directors for Forward with Faith, a nonprofit organization. Intellicents Investment Solutions Inc. provides retirement plan consulting, wealth management, and related services to a range of clients including retirement plan sponsors, charitable institutions, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies and integrates advisory and benefits services across multiple offices and affiliated companies.

Founder/Business Owner Retired
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Connie M

Series 65

Pella, IA

INTELLICENTS INVESTMENT SOLUTIONS INC

Connie Mc Cleary Geiger is a Series 65-licensed financial advisor at Intellicents Investment Solutions Inc. with one year of industry experience. Her prior roles include positions at Pentegra, Economic Group Pension Service, and Bankers Trust. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm offers retirement plan consulting, individual wealth management, and a wrap fee program, with an investment approach focused on long-term, buy-and-hold strategies supervised by a CFA Chief Investment Officer.

Founder/Business Owner Retired
user avatar

Jacob O

Series 66

Pella, IA

INTELLICENTS INVESTMENT SOLUTIONS INC

Jacob Olson is a financial advisor at Intellicents Investment Solutions Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and Palmer Group. Outside of his advisory role, Olson conducts market research surveys through Helical Research on a limited basis. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and various institutions, offering services such as ERISA plan consulting, wealth management, and a wrap fee program. Investment oversight is managed by a CFA Chief Investment Officer who employs long-term, buy-and-hold strategies with periodic rebalancing and diversified use of mutual funds, ETFs, and collective investment trusts.

Founder/Business Owner Retired
user avatar

Lindsay S

CFP®, Series 66

Pella, IA

INTELLICENTS INVESTMENT SOLUTIONS INC

Lindsay Stout is a CFP® with eight years of industry experience, currently serving as a financial consultant at Intellicents Investment Solutions Inc. She has worked at multiple firms including Securities America, Inc., Movement Mortgage, and Community 1st Credit Union. Outside of her advisory role, she co-owns and operates a clothing boutique called The Funky Zebras in Pella, IA. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and various institutions with services such as ERISA retirement plan consulting and individual wealth management. The firm employs a long-term, buy-and-hold investment approach overseen by a CFA-designated Chief Investment Officer and manages approximately $9.92 billion in assets across a multi-office platform.

Founder/Business Owner Retired
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Megan H

Series 65

Pella, IA

INTELLICENTS INVESTMENT SOLUTIONS INC

Megan Holland is a financial advisor at Intellicents Investment Solutions Inc. with four years of industry experience. She holds a Series 65 designation and previously worked at Pigott for eleven years. Outside of her advisory role, she is the owner of B&M Holland, LLC, an unused business venture, and is a licensed insurance agent offering life, health, and disability insurance in Iowa. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, and individual clients, offering services such as retirement plan consulting, HSA consulting, wealth management, and a wrap fee program. The firm’s investment approach emphasizes long-term, buy-and-hold strategies with quarterly monitoring led by a CFA Chief Investment Officer.

Founder/Business Owner Retired
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