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Aaron Hessel

14 Years of Experience
Lake Oswego, OR
Broker

Aaron Hessel is a registered investment advisor at Cetera Investment Advisers LLC, based in Lake Oswego, OR, with 14 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

17040 Pilkington Road Ste 310, Lake Oswego, OR, 97035

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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 Activities

Aaron owns a law practice specializing in estate planning, dedicating a few hours per week. He also owns Hessel Wealth Management, LLC, a financial services business, and spends about a quarter of his time on it. Additionally, Aaron is a member/manager of 36 Degrees LLC, a commercial real estate venture, requiring minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
December 2020 - Present · 5 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLC
December 2020 - June 2023 · 2 yrs 6 mos
Lion Street Advisors, LLC
January 2017 - December 2020 · 3 yrs 11 mos
Lion Street Financial, LLCBroker
January 2017 - December 2020 · 3 yrs 11 mos
Woodbury Financial Services, INC.
June 2012 - January 2017 · 4 yrs 7 mos
Woodbury Financial Services, INC.Broker
March 2012 - January 2017 · 4 yrs 10 mos
State Registrations11 states
ALAZCAHIIDKSNMNVOHORWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Aaron Hessel - Financial Advisor | TrueAdvisor