Aaron Paul Titze

CFP

Osaic Wealth, INC.

28 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningEducation PlanningEstate PlanningInvestment Management

Osaic Wealth, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9179 advisors

Number of Clients

574,829 clients

Average Client Portfolio

$348K average

Assets Under Management

$200.3B

Fee Structure

Minimum Investment:$5.5K

Financial Planning:Investment management only

Location

539 Bielenberg Drive, Suite 210, Woodbury, MN, 55125

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History

Regulatory History (1)

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Customer Dispute

May 2014

Settled

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Other Business ActivitiesSells Insurance

Aaron is the sole member of Aaron Titze LLC, an administrative LLC with no business operations. He is also a co-owner of GT Financial Advisors, LLC, which provides fixed annuities and life insurance, dedicating a few hours per week to this role.

Employment History

Current Registrations

Osaic Wealth, INC.

January 2024 - Present · 2 yrs 1 mo

Osaic Wealth, INC.Broker

January 2024 - Present · 2 yrs 1 mo

Previous Registrations

Woodbury Financial Services, INC.

January 2014 - January 2024 · 10 yrs

Woodbury Financial Services, INC.

February 2003 - February 2003 · 0 mos

Woodbury Financial Services, INC.Broker

March 1997 - January 2024 · 26 yrs 10 mos

State Registrations48 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.