AN
CFP
AN
CFP

Aaron David Niederman

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
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
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Location

1800 Route 34, Bldg 2 Ste 201, Wall, NJ, 07719

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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 ActivitiesSells Insurance

Aaron is an agent/broker for fixed insurance sales through Mid Atlantic Resource Group & Mid Atlantic Benefits Strategies since 2005, and also sells life, health, disability, and long-term care insurance with various companies since 2023, dedicating a few hours per week to each. He also volunteers for the Freehold Fire Department, manages a rental property LLC, serves as a trustee for his mother's trust, owns a rental property with his wife, and is a board trustee for a condo association.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 6 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
Securian Financial Services, INC.
July 2005 - August 2023 · 18 yrs 1 mo
Securian Financial Services, INC.Broker
January 2005 - August 2023 · 18 yrs 7 mos
State Registrations12 states
AZFLMAMEMONCNJNYPARITXVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron David Niederman - Financial Advisor | TrueAdvisor