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Aaron Green

24 Years of Experience
Broker

Aaron Green is a registered investment advisor at Cetera Investment Advisers LLC, based in St Cloud, MN, with 24 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

2915 2nd Street South, St Cloud, MN, 56302

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Aaron is a Notary Public for the MN Secretary of State and a board member for Cathedral High School Education Foundation. He dedicates minimal time to these activities.

Employment History
Current Registrations
Cetera Investment Services LLCBroker
July 2018 - Present · 7 yrs 9 mos
Cetera Investment Advisers LLC
July 2018 - Present · 7 yrs 9 mos
Previous Registrations
Thrivent Investment Management INC.
August 2016 - July 2018 · 1 yr 11 mos
Thrivent Investment Management INC.Broker
August 2016 - July 2018 · 1 yr 11 mos
Cetera Investment Advisers LLC
January 2014 - July 2016 · 2 yrs 6 mos
Cetera Investment Services LLC
January 2014 - January 2014 · 0 mos
Guaranty Brokerage Services, INC.Broker
August 2009 - December 2010 · 1 yr 4 mos
Bancwest Investment Services, INC.Broker
February 2002 - November 2003 · 1 yr 9 mos
Cetera Investment Services LLCBroker
August 2001 - July 2016 · 14 yrs 11 mos
State Registrations8 states
AZCAFLMNNMSCTXWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Aaron Green - Financial Advisor | TrueAdvisor