Aaron Roessler is a registered investment advisor, based in Grand Rapids, MN, with 14 years of industry experience.
Location
30061 N. Mallard Point Road, Grand Rapids, MN, 55744
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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 is an insurance agent and owner/sole proprietor of Roessler Financial Services, offering health insurance to clients. He also provides accounting services and tax preparation, but rarely does bookkeeping.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
MML Investors Services, LLCBroker
State Registrations3 states
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.