Aaron Michael Smith
Financial advisor at LPL Financial
At a glance
Services through LPL Financial
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.
None listed.
Career
- 2017 – nowStratos Wealth Partners, LTDCurrent
- 1999 – nowLPL Financial LLCCurrent 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?
- At a firm this size, will I work with you directly or with a service team?
- 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
About Aaron
How do I contact Aaron?
Call LPL Financial at 704-733-3300 and ask for Aaron Michael Smith. Aaron works from the Fostoria, OH office.
How long has Aaron been a financial advisor?
Aaron has been in the industry since 1999, about 27 years. Top 21% by experience in Ohio.
What licenses does Aaron hold?
No exams are listed on the official record.
Is Aaron a fiduciary?
Aaron is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Aaron paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Aaron for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.