Aaron Schueller
Aaron Schueller is a registered investment advisor at Klaas Financial Asset Advisors, LLC., based in Fitchburg, WI, with 8 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,015 clients with $760M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Klaas Financial offers investment management through the KIP wrap fee program. Details about the fees are available in the Wrap Fee Program Brochure, which can be found on their website.
Location
5951 McKee Road, Suite 200, Fitchburg, WI, 53719
Get directionsHistory
Regulatory History (1)
Criminal
September 2012Employment History
Current Registrations
Klaas Financial Asset Advisors, LLC.
Previous Registrations
Orgel Wealth Management, LLC
Accel Wealth Management LLC
LPL Financial LLCBroker
LPL Financial LLC
Mid Atlantic Financial Management, INC.
Mid Atlantic Capital CorporationBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
State Registrations2 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.
Exams
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