RBC Capital Markets
47yrs
Top advisor by experience in Minnesota
37yrs
Aaron Soderberg is a fiduciary financial advisor in Minneapolis, Minnesota, with 37 years in the industry. Aaron joined Birdrock Wealth in 2015, a firm offering financial planning and investment management. The firm is paid through a percentage of assets.
One of 2437 advisors with offices in Minneapolis, and one of 2209 fiduciaries.
At a glance
Experience37 years (since 1989)
How that compares ?Top advisor by experience at Birdrock Wealth
OfficeMinneapolis, MN
FirmBirdrock Wealth
How the firm is paid ?Percent of assets
Typical client at the firm ?$687,182
Advisors at the firm6
States licensed ?1 state
Services through Birdrock Wealth
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2015 – nowBirdrock WealthCurrent firm
Questions to ask Aaron
Tailored to Aaron’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Aaron
How do I contact Aaron?
Call Birdrock Wealth at 512-236-0071 and ask for Aaron Soderberg. Aaron works from the Minneapolis, MN office.
How long has Aaron been a financial advisor?
Aaron has been in the industry since 1989, about 37 years. Top advisor by experience at Birdrock Wealth.
What licenses does Aaron hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Aaron a fiduciary?
Aaron is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Aaron paid?
Birdrock Wealth reports being paid by a percentage of the assets they manage. Ask Aaron for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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