Steward Partners Investment Advisory
47yrs
Top advisor by experience in Lake Oswego
22yrs
Aaron Pearson
Financial advisor at Wells Fargo Advisors
Based in Lake Oswego, Oregon, Aaron Pearson is a fiduciary financial advisor with 22 years of industry experience. Aaron has been with Wells Fargo Advisors since 2023; before that, Aaron spent three years at Wells Fargo Investments and a year at New England Securities. Aaron holds the CFP® designation.
One of 548 advisors with offices in Lake Oswego, and one of 514 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 67% of advisors nationwide
OfficeLake Oswego, OR
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2011 – 2023Wells Fargo Clearing Services, LLCPreviously
- 2008 – 2011Wells Fargo Investments, LLCPreviously
- Jun 2007 – Mar 2008New England SecuritiesPreviously
Contact Aaron
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Aaron. Lake Oswego, OROffice · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Aaron
Tailored to Aaron’s registration and firm.
- 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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Aaron
How do I contact Aaron?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Aaron Pearson. Aaron works from the Lake Oswego, OR office.
How long has Aaron been a financial advisor?
Aaron has been in the industry since 2004, about 22 years. More experience than 67% of advisors nationwide.
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?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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