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Aaron Bonck

12 Years of Experience
Seattle, WA
Broker

Aaron Bonck is a registered investment advisor at Cetera Investment Advisers LLC, based in Seattle, WA, with 12 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

9725 3rd Avenue Ne, Suite 610, Seattle, WA, 98115

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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 works full-time in institutional investment sales at Time Value Investments, specializing in providing brokerage and management services to public entities. He also dedicates minimal time as a committee member for the Washington Finance Officers Association, helping plan educational sessions.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Concourse Financial Group Advisors
August 2017 - February 2025 · 7 yrs 6 mos
Concourse Financial Group Securities, INC.Broker
October 2013 - February 2025 · 11 yrs 4 mos
State Registrations7 states
AZCAIDNCORTXWA
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.