A complete list of active advisors currently associated with AAIM Financial

Warmer can help you find a great advisor at AAIM Financial or one who fits your needs even better.

AAIM Financial is an independent, single-advisor registered investment adviser that serves individual and high‑net‑worth clients with ongoing portfolio management and related services, including the creation of individualized Investment Policy Statements and regular portfolio monitoring. Like many independent firms, it charges asset‑based fees and focuses primarily on managing investment portfolios for individuals. The firm’s investment process uses fundamental analysis, modern portfolio theory, and quantitative methods to construct portfolios, and it implements strategies both directly and via Charles Schwab’s model marketplace for some clients. AAIM employs long‑term investing and options trading (including covered and uncovered strategies), documents client risk tolerances in each IPS, and typically seeks discretionary trading authority to execute its investment plans. What distinguishes the firm is its affiliation with an insurance business: the principal is a licensed insurance agent and the firm offers and may recommend insurance products, including annuities, with those relationships and potential conflicts disclosed in the brochure, and it also receives referrals from the affiliated agency. The adviser operates at a small scale (roughly two dozen clients and about $2 million in AUM), uses third‑party lead generation (Dave Ramsey SmartVestor), and disclosed a prior consent order resolving an outdated principal‑place‑of‑business filing with no finding of client harm.

To learn more about the advisors currently working at AAIM Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Brandon Allen	Ocean Springs, MS	11

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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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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