AS
AS

Aaron Leo Schettler

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
546 advisors
Number of Clients
7,211 clients
Average Client Portfolio
$558K average
Assets Under Management
$4.0B

Fee Structure

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Location

Aurora, CO

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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 ActivitiesSells Insurance

Aaron is a variety artist, a volunteer member of the Association of Financial Educators, an independent health insurance broker, a board member for a homeowner's association, and the owner of a bookkeeping service. Selling health insurance takes about a quarter of Aaron's time.

Employment History
Current Registrations
Osaic Institutions, INC.Broker
October 2018 - Present · 7 yrs 4 mos
Osaic Institutions, INC.
October 2018 - Present · 7 yrs 4 mos
Previous Registrations
Primerica Advisors
June 2012 - October 2018 · 6 yrs 4 mos
PFS Investments INC.Broker
May 2003 - October 2018 · 15 yrs 5 mos
State Registrations7 states
CACOFLIDILMIMN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.