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.

• ⏳ Active Since: 2011
• 📍 Location: Little Rock, Arkansas
• 🔢 Employee Count: 8
• 👥 Followers: 103

From WCI application:

• Services Offered: Services: Financial planning, investment management, student loan management
• View full WCI application 🔗

From SEC filings:

💁 Advisory Services Offered

• Financial planning services
• Pension consulting services
• Publication of periodicals or newsletters
• Educational seminars/workshops
• Other

💲 Compensation Options

• Fixed fees (other than subscription fees)

Accounts

• 💰 Total AUM ($Millions): 0
• 🧾 Number of accounts: 0
• 🛍 Average Account Size: $0

View more details on Wealthminder 🔗

External Links:

• View form ADV (SEC) 📄
• View form CRS (SEC) 📄

Visit www.aptusfinancial.com