AD
AD

Aaron Andrew Doelger

24 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInsurance PlanningInvestment ManagementBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
167 advisors
Number of Clients
4,245 clients
Average Client Portfolio
$214K average
Assets Under Management
$909.5M

Fee Structure

Loading...

Location

432 Security Blvd. Ste. 101, Green Bay, WI, 54313

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
April 1994
Other Business ActivitiesSells Insurance

Aaron is an independent insurance agent since 2001, appointed with various companies, offering term life, indexed annuities, fixed annuities, long-term care, health, disability, and universal life insurance products. This activity requires minimal time.

Employment History
Current Registrations
Packerland Brokerage Services, INC.Broker
August 2005 - Present · 20 yrs 6 mos
Packerland Brokerage Services, INC.
August 2005 - Present · 20 yrs 6 mos
Packerland Brokerage Services, INC.
August 2005 - Present · 20 yrs 6 mos
Previous Registrations
Walnut Street Securities, INC.Broker
April 2003 - September 2005 · 2 yrs 5 mos
Thrivent Investment Management INC.Broker
July 2002 - December 2002 · 5 mos
Lutheran Brotherhood Securities CORP.Broker
April 2001 - July 2002 · 1 yr 3 mos
State Registrations33 states
AKARAZCACTFLGAIAIDILINKSMAMDMNMOMSMTNDNMOHOKORPARISCSDTNTXUTWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.