Aaron Williams has been Senior Financial Planner of Market Street Wealth Management Advisors since January 2022, is a control person of the firm and directly owns between 10% and 25% of it. Aaron Williams holds a BA in Finance and Management from Franklin College.
Market Street Wealth Management Advisors, LLC is an Indianapolis, IN firm with $776M under management, 427 clients and 8 advisers across 8 offices, as of its May 2026 filing.
Aaron Williams is Partner, Senior Financial Planner and Chief People Officer of Market Street Wealth Management. Williams' specialties are tax analysis, Social Security optimization, healthcare subsidy analysis, cash flow analysis, and Medicare planning. Williams has worked in the industry since 2012.
- – present · 9 yearsAdviser representative · Firm CRD 122212
Investment adviser representative registrations
Aaron Williams is registered as an investment adviser representative in Indiana, since March 2017.
- IndianaSince 27 March 2017
Examinations
No examinations are on Aaron Williams’s record.
- Full name
- Aaron Randel Paul Williams
- CRD
- 6774642
- Firm
- Market Street Wealth Management Advisors · CRD 122212
- Role
- Senior Financial Planner
- Registration
- Investment adviser registration
- In the industry since
- March 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mswma.com
Where does Aaron Williams work?
Aaron Williams has been Senior Financial Planner of Market Street Wealth Management Advisors, LLC since January 2022, and is a control person of the firm.
Is Aaron Williams a financial advisor?
Yes. Aaron Williams has a current investment-adviser registration in Indiana, through Market Street Wealth Management Advisors since March 2017.
How many years of experience does Aaron Williams have?
Aaron Williams has 9 years in the financial industry, since March 2017, across 1 adviser firm.
Is Aaron Williams registered with FINRA?
No. Aaron Williams has no current broker registration.
How can I verify Aaron Williams’ record?
Search CRD 6774642 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aaron Williams’ full registration record.