Investment adviser representative · Targeted Wealth Solutions

Aaron B. Milledge

CRD 6589063 · Colorado Springs, CO

At a glance

Aaron B. Milledge is an investment adviser representative with Targeted Wealth Solutions in Colorado Springs, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Aaron’s SEC record dates to 2016, about 10 years ago. Designations on file: Certified Financial Planner.

Current advisory firm

Targeted Wealth SolutionsSince January 2016Colorado Springs, CO · State-registered or not in the SEC’s list

SEC adviser record

Registered since: 2016 (10 years)
Designations: Certified Financial Planner
Exams: Series 65
Registered in: 2 states
Also a broker representative: No
Disclosures on record: None

AtlasMembers

Aaron’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: Locked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.