Aaron Burtzel
Aaron Burtzel is a registered investment advisor at USA Financial Securities LLC, based in Minneapolis, MN, with 7 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,246 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.70% |
Maximum management fee is 2.7%. Actual fees are negotiated between the client and representative.
Fee Estimator
Location
400 Highway 169 South Suite 200, Minneapolis, MN, 55426
Get directionsHistory
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 a VP of Advanced Annuity Sales at TruChoice, dedicating full-time hours to this role. He is also an independent insurance agent and an IAR rep with TLG Advisors, Inc., but spends no time on these activities.
Employment History
Current Registrations
USA Financial Securities Corporation
USA Financial Securities LLC
USA Financial Securities LLCBroker
Previous Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Questar Capital CorporationBroker
State Registrations1 state
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
More Advisors
- Richard Nettuno, ChFCUSA Financial Securities LLC
- Shawn Jacobson, CFP, ChFCNorthrock Partners, LLC
- Kira Kinsman, CFPMercer Global Advisors INC.
- Benjamin Lazarus, CFAEpiq Partners, LLC
- Timothy Lapean, CFPThoughtful Financial Planning, LLC
- Shane Sienko, CFPRBC Capital Markets, LLC