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Aaron P. Achenbach

19 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
5650 advisors
Number of Clients
35 clients
Average Client Portfolio
$322.7M average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:$15K
Financial Planning:Investment management only
Minimum Annual Fee:$180
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Location

6924 University Ave, Middleton, WI, 53562

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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 owns Aaron Achenbach's Insurance Agency, an insurance agency affiliated with State Farm, since 2006, dedicating about half his time to it. He also works as an agent for Rain & Hail, LLC selling crop insurance, dedicating a few hours per week.

Employment History
Current Registrations
State Farm Investment Management CORP.
March 2025 - Present · 11 mos
State Farm Vp Management CORP.Broker
January 2006 - Present · 20 yrs 1 mo
State Registrations1 state
WI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.