Aaron Neeley has been Vice President, S-Corp Shareholder of Harold W. Dance since May 2018, is a control person of the firm and directly owns between 25% and 50% of it. Aaron Neeley holds a Master of Science in Financial Planning and Consumer Economics from the University of Georgia and a Bachelor of Science in Finance and Economics from Utah State University.
Harold W. Dance Inc. is a Logan, UT firm with $158M under management, 306 clients and 8 advisers in one office, as of its August 2026 filing.
Aaron J. Neeley is Vice President of Harold Dance Investments and a shareholder of the firm. He joined the firm in 2015 as an Advisor. Before joining, he worked as an Analyst at Goldman Sachs & Co, focused on investment management for private and institutional clientele, and was promoted to Associate in January 2015.
- Harold Dance InvestmentsCurrent– present · 11 yearsLogan, UT · Adviser representative · Firm CRD 1582
Investment adviser representative registrations
Aaron Neeley is registered as an investment adviser representative in Utah, since September 2015.
- UtahSince 15 September 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 30 December 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 10 September 2015 |
| Series 7 | General Securities Representative Examination | 8 August 2014 |
- Name
- Operations Professional Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Aaron James Neeley
- CRD
- 6001558
- Firm
- Harold W. Dance · CRD 1582
- Role
- Vice President, S-Corp Shareholder
- Office
- 72 E CENTER STREET, Logan, UT 84321
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2014
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- harolddance.com
Where does Aaron Neeley work?
Aaron Neeley has been Vice President, S-Corp Shareholder of Harold W. Dance Inc. since May 2018, and is a control person of the firm.
Is Aaron Neeley a financial advisor?
Yes. Aaron Neeley has a current investment-adviser registration in Utah, through Harold W. Dance since September 2015.
How many years of experience does Aaron Neeley have?
Aaron Neeley has 12 years in the financial industry, since August 2014, across 1 adviser firm.
What exams has Aaron Neeley passed?
Aaron Neeley has passed 4 licensing exams: the Series 7, Series 66, Series 26 and Series 99TO. The earliest, the Series 7, was passed in August 2014. FINRA credited Aaron Neeley with the SIE, which began in October 2018.
Where is Aaron Neeley based?
Aaron Neeley’s registered office is in Logan, UT.
Is Aaron Neeley registered with FINRA?
Yes. Aaron Neeley has a current broker registration, under CRD 6001558.
Source: FINRA BrokerCheck
How can I verify Aaron Neeley’s record?
Search CRD 6001558 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Aaron Neeley’s full registration record.