Jerrad Aman
Willkate Wealth Management · Aberdeen, South Dakota
Jerrad Aman is a fee-only financial advisor at Willkate Wealth Management in Aberdeen, South Dakota, who holds the CFP credential. Willkate Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Willkate Wealth Management |
|---|---|
| Based in | Aberdeen, South Dakota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $40.8M across 125 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SD · CRD 8221506 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | will-kate.com |
How Jerrad's firm compares
- Willkate Wealth Management's average account is about $327,000, from its Form ADV (assets managed divided by 125 accounts).
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Questions about Jerrad
Is Jerrad Aman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jerrad holds no broker registration, and Willkate Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jerrad charge for financial advice?
Jerrad's firm, Willkate Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jerrad Aman based?
Jerrad Aman is based in Aberdeen, South Dakota.
What credentials does Jerrad Aman hold?
Jerrad Aman holds the CFP credential.
Is Jerrad Aman registered with the SEC?
Yes. Jerrad Aman is registered as an investment adviser representative in SD (CRD 8221506), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Willkate Wealth Management manage?
Willkate Wealth Management reports $40.8M across 125 accounts in assets under management.
How do I contact Jerrad Aman?
Through Jerrad's website, will-kate.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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