AM
CFA
AM
CFA

Aron Martz

25 Years of Experience
Rapid City, SD
BrokerSells Insurance

Aron Martz is a CFA-designated registered investment advisor at Cetera Investment Advisers LLC, based in Rapid City, SD, with 25 years of industry experience. Aron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

201 Main St Ste 201, Rapid City, SD, 57701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Aron sells fixed insurance products, including life, health, disability, annuities, and long-term care, and owns Point Wealth Advisors, a financial services business. He also serves as a board member for a charitable organization and owns rental property, dedicating minimal time to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
May 2019 - Present · 7 yrs
Previous Registrations
Cetera Advisor Networks LLC
May 2019 - June 2023 · 4 yrs 1 mo
U.S. Bancorp Investments, INC.
March 2006 - May 2019 · 13 yrs 2 mos
U.S. Bancorp Investments, INC.Broker
April 2004 - May 2019 · 15 yrs 1 mo
Wells Fargo Brokerage Services, L.L.C.Broker
December 2000 - August 2002 · 1 yr 8 mos
Wells Fargo Investments, LLCBroker
December 2000 - April 2004 · 3 yrs 4 mos
Wells Fargo Brokerage Services, L.L.C.Broker
August 2000 - December 2000 · 4 mos
State Registrations28 states
AKARAZCACOFLIAILINKSLAMDMNMONDNENMNVOHOKORPASDTXUTVAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.