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Veronica Marie Aaron

Advisor at Wealth Enhancement Advisory Services, LLC — Jasper, TN

Updated today

Credentials

Series 63, Series 65

Experience

31 years

Location

Jasper, TN

Wealth Enhancement Advisory Services, LLC logo

Wealth Enhancement Advisory Services, LLC

Enterprise

Total advisors

1,001

Across 317 offices

Clients per advisor

81 High

Avg AUM per client

$1,378,035 Very High

HNW client ratio

34% High

About

Veronica Aaron is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked for Householder Group Estate & Retirement Specialists and LPL Financial from 2013 to 2024. Outside of her advisory role, she serves as trustee of the Kofoed Family Trust. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Client services

Based on Wealth Enhancement Advisory Services, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Erisa 3(38) investment manager

Expertise

Based on Wealth Enhancement Advisory Services, LLC

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Wealth Enhancement Advisory Services, LLC

Executive Founder/Business Owner Retired

Demographic focus

Based on Wealth Enhancement Advisory Services, LLC

HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)

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Fee options

Fixed

Flat fees from $250 to $50,000 for financial planning and consulting services

Percentage

$0 - $999,999 or less: 1.50% annually $1,000,000 - $2,000,000: 1.25% annually $2,000,000+: 1.00% annually

Commissions

Hybrid advisors may earn commissions on securities sold through brokerage accounts; commissions vary by product

Project-based

Hourly fees up to $600 per hour for financial consulting/planning services

Other

Minimum fee: Minimum annual fees may apply, for example, $40 to $65 minimum annual per account platform fees; minimum annual fee may be waived at WEAS's discretion Fee-only: Financial planning fees up to $25,000; hourly fees up to $600 per hour; flat fees from $250 to $50,000

Location

See office

Jasper, TN

Jasper TN

Advisors at this office

1

Most active in

Tennessee

Work history

31 years of industry experience

Wealth Enhancement Advisory Services

2024 - Present • 2 years

Jasper, TN

WEALTH ENHANCEMENT GROUP

2024 - Present • 2 years

Jasper, TN

Wealth Enhancement Brokerage Services

2024 - Present • 2 years

Jasper, TN

Householder Group Estate & Retirement Specialists

2013 - 2024 • 11 years

Brea, CA

LPL Financial

2013 - 2024 • 11 years

Brea, CA

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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Paul T

CFA®

Signal Mountain, TN

Tyner Capital Management Investment Counsel, Inc.

Paul Tyner is the principal advisor at Tyner Capital Management Investment Counsel, Inc. He holds the CFA® designation and has 13 years of industry experience. Tyner has been with Tyner Capital Management since 1993. Tyner Capital Management provides discretionary and non-discretionary portfolio management to individual investors and institutional retirement clients, including pension and 401(k) plans. The firm’s investment approach is based on fundamental research of a defined 1,700-stock universe, with selections focused on value and growth attributes for long-term capital growth.

Active portfolio management Wealth management Retired
user avatar

Emmett L

Series 63, Series 65

Lookout Mountain, GA

Empower Advisory Group

Emmett Law is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at UBS Financial Services and Suntrust Robinson Humphrey. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Mark B

Series 63, Series 66

Chattanooga, TN

Merrill

Mark Brown is a financial advisor at Merrill with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at both Merrill Lynch, Pierce, Fenner & Smith and Bank of America, N.A. since 2007 and 2011, respectively. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
user avatar

David S

Series 63, Series 65

Monteagle, TN

LPL Financial

David Steinfeld is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at LPL Financial since 2015 and previously spent a year at Caldwell Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

College savings (529s, UTMA, etc.)
user avatar

Lacey A

Series 66

Chattanooga, TN

Merrill

Lacey Atwell is a Series 66 licensed financial advisor with 15 years at Merrill and 2 years of industry experience. She is based in Chattanooga, Tennessee. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management

Thomas H

Series 63, Series 65

Chattanooga, TN

Merrill

Thomas Hammel is a Resident Director at Merrill Lynch Wealth Management, where he provides personalized wealth management strategies tailored to meet the unique needs of his clients. He specializes in areas such as Corporate Executive Services, Divorce Transition Planning, Employee Benefits Planning, Family Wealth Management Strategies, Institutional and Corporate Benefit Services, and Philanthropic Planning. Tom joined Merrill Lynch in 1993 after earning his Bachelor's Degree from Liberty University. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His approach emphasizes accessibility, knowledge, and experience to help clients make important financial decisions. Outside of his professional role, Tom is involved in his community as an assistant wrestling coach at CCS High School and serves on the Church Finance Council at Woodland Park. He enjoys boxing, hunting, painting, reading, woodworking, and spending time with his wife and two daughters in East Brainerd, Tennessee.

Wealth management Family Business Charitable giving & philanthropy Divorce financial planning Retirement income strategy Executive
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