Aaron Ward has been an investment adviser representative at Secure Asset Management since February 2026, and is not listed among the firm’s executive officers or direct owners.
Secure Asset Management, L.L.C. is a Troy, MI firm with $871M under management, 2,877 clients and 54 advisers across 32 offices, as of its August 2026 filing.
- – present · under a yearUtica, OH · Adviser representative · Firm CRD 144046
Investment adviser representative registrations
Aaron Ward is registered as an investment adviser representative in Ohio, since February 2026.
- OhioSince 23 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 19 December 2025 |
| Series 65 | Uniform Investment Adviser Law Examination | 12 December 2025 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Aaron Matthew Ward
- CRD
- 8225927
- Firm
- Secure Asset Management · CRD 144046
- Office
- Utica, OH
- Registration
- Investment adviser registration
- In the industry since
- February 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Aaron Ward work?
Aaron Ward is an investment adviser representative registered through Secure Asset Management, L.L.C. since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Aaron Ward a financial advisor?
Yes. Aaron Ward has a current investment-adviser registration in Ohio, through Secure Asset Management since February 2026.
How many years of experience does Aaron Ward have?
Aaron Ward has 0 years in the financial industry, since February 2026, across 1 adviser firm.
What exams has Aaron Ward passed?
Aaron Ward has passed 2 licensing exams: the Series 65 and SIE. The earliest, the Series 65, was passed in December 2025.
Where is Aaron Ward based?
Aaron Ward’s registered office is in Utica, OH.
Is Aaron Ward registered with FINRA?
No. Aaron Ward has no current broker registration.
How can I verify Aaron Ward’s record?
Search CRD 8225927 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aaron Ward’s full registration record.