Aaron Kohl
Aaron Kohl is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Worcester, MA, with 11 years of industry experience. Aaron 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
Firm Size
IM Fee
Assets Under Management
Location
324 Grove Street, Worcester, MA, 01605
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Aaron works as a financial advisor at Archstone Financial and is an independent insurance agent, dedicating minimal time to the latter. He also serves as a director/treasurer for Emmaus City Church, teaches at Worcester State University a few hours per week, and is a secretary for GSG & Associates Financial Planning Inc.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Ameriprise Financial Services, INC.Broker
State Registrations16 states
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