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Aaron Arthur Roessler

13 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

813 S Pokegama Ave, Grand Rapids, MN, 55744

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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 insurance agent and owner/sole proprietor of Roessler Financial Services, offering health insurance to clients. He also provides accounting services and tax preparation, but rarely does bookkeeping.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 5 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 5 mos
Previous Registrations
Avantax Advisory Services
April 2014 - September 2025 · 11 yrs 5 mos
Avantax Investment Services, INC.Broker
April 2013 - September 2025 · 12 yrs 5 mos
MML Investors Services, LLCBroker
February 2012 - April 2013 · 1 yr 2 mos
State Registrations3 states
MNTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Arthur Roessler - Financial Advisor | TrueAdvisor