Aaron Greteman is a registered investment advisor, based in Algona, IA, with 18 years of industry experience.
Location
307 East Call Street, Algona, IA, 50511
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Aaron is a CPA partner involved in tax preparation, audit, and bookkeeping, dedicating full-time hours to this. He also sells insurance and works as an investment advisor representative through Avantax Planning Partners, spending about 10-20% of his time on each.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Avantax Planning Partners, INC.
Previous Registrations
Avantax Investment Services, INC.Broker
Proequities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.