Aptus Financial

Company Description (LinkedIn): Aptus, based in Little Rock, Arkansas, provides flat-fee, advice-only financial planning services for early-career professionals across more than 40 states. Aptus also delivers high-impact corporate financial wellness programs and retirement plans for companies and organizations across the country.

From WCI application:

From SEC filings:

πŸ’ Advisory Services Offered

πŸ’² Compensation Options


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External Links:

πŸ“ˆ Minimum to Invest:
πŸŽ“ Discounts for Trainees:
πŸ“Š One-time plan creation fee:
πŸ•° Founded: 2011
πŸ‡ΊπŸ‡² SEC Number: N/A
πŸ—ƒ CRD Number: 280033
☎ Phone Number:  501907-1993
πŸ“§ Email: info@aptusfinancial.com
🦾 Website Accessibility Score: 89 / 100
βŒ› First Indexed: 2023-02-23
πŸ“° Last Updated: 2023-03-23