Aaron Joshua Green

Cetera Investment Advisers LLC

24 Years of Experience

Broker

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & CoachingInvestment Management

Cetera Investment Advisers LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10087 advisors

Number of Clients

584,487 clients

Average Client Portfolio

$280K average

Assets Under Management

$163.8B

Fee Structure

Minimum Investment:$5K

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.

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 7 mos

Cetera Investment Advisers LLC

July 2018 - Present · 7 yrs 7 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 Registrations9 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.