AC
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Aurelio Callope

23 Years of Experience
Whitewater, WI
Broker

Aurelio Callope is a registered investment advisor at Cetera Investment Advisers LLC, based in Whitewater, WI, with 23 years of industry experience. Aurelio 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

207 W Main St, Whitewater, WI, 53190

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Aurelio is the club secretary for the Whitewater Rotary Club, dedicating a few hours per week to this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
December 2024 - Present · 1 yr 5 mos
Cetera Investment Services LLCBroker
December 2024 - Present · 1 yr 5 mos
Previous Registrations
LPL Financial LLCBroker
November 2015 - December 2024 · 9 yrs 1 mo
LPL Financial LLC
November 2015 - December 2024 · 9 yrs 1 mo
Invest Financial CorporationBroker
October 2005 - November 2015 · 10 yrs 1 mo
Invest Financial Corporation
October 2005 - November 2015 · 10 yrs 1 mo
Edward JonesBroker
November 2002 - September 2005 · 2 yrs 10 mos
State Registrations10 states
CAFLILKYMNORPASCTNWI
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.