Chad Aerni is a registered investment advisor at Cetera Investment Advisers LLC, based in Cleveland, OH, with 8 years of industry experience. Chad 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
6200 Rockside Rd, Cleveland, OH, 44131
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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
Chad is an insurance agent selling life, health, disability, annuities, and long-term care insurance since 2019. He is also a financial professional and investment advisory representative with Vantage Financial Group, dedicating nearly full-time hours to financial services and advisory services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Vantage Financial Group, INC.
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
PNC Investments
PNC InvestmentsBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations13 states
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