Aaron Pepin's Professional Contact Details

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Location
Tulsa, Oklahoma

Aaron Pepin's Current Company Details

Legacy Wealth Management, LLC is a fee based Registered Investment Advisor (RIA). We were founded in 2003 with our office located outside of Milwaukee, in Brown Deer, WI. We specialize in providing investment...
Legacy Wealth Management, LLC is a fee based Registered Investment Advisor (RIA). We were founded in 2003 with our office located outside of Milwaukee, in Brown Deer, WI. We specialize in providing investment management services to high net worth individuals, trusts, and endowments. We advise clients on investment strategy, asset allocation, and investment selection. We utilize Charles Schwab Institutional as our broker and custodian.

Aaron Pepin's Work History and Education

Legacy Wealth Management, LLC
Financial Services Professional
2018 - Present

Others Named Aaron Pepin

Frequently Asked Questions about Aaron Pepin


What company does Aaron Pepin work for?

Aaron Pepin works for Legacy Wealth Management, LLC.

What is Aaron Pepin's role at Legacy Wealth Management, LLC?

Aaron Pepin's role at Legacy Wealth Management, LLC is Financial Services Professional.

What is Aaron Pepin's email address?

Aaron Pepin's email address is a**@legacywlth.com.

What is Aaron Pepin's business email address?

Aaron Pepin's business email address is a**@legacywlth.com.

What is Aaron Pepin's direct mobile number?

Aaron Pepin's direct mobile number is (918) XXX-XXXX.

What industry does Aaron Pepin work in?

Aaron Pepin works in the Financial Services industry.

Who are Aaron Pepin's colleagues?

Aaron Pepin's colleagues are Jeff Funderburk, Marcia Boyd and Forbes Watson.
Financial Advisor, CFP® Practitioner
Administrative Assistant
Chief Executive Officer

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