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Aaron T Burtzel

7 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
282 advisors
Number of Clients
6,138 clients
Average Client Portfolio
$317K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$25K
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Location

400 Hwy 169 South, Suite 200, Minneapolis, MN, 55426

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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 a VP of Advanced Annuity Sales at TruChoice, dedicating full-time hours to this role. He is also an independent insurance agent and an IAR rep with TLG Advisors, Inc., but spends no time on these activities.

Employment History
Current Registrations
Tlg Advisors, INC.
February 2021 - Present · 5 yrs
The Leaders Group, INC.
January 2021 - Present · 5 yrs 1 mo
The Leaders Group, INC.Broker
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Questar Capital CorporationBroker
October 2016 - January 2019 · 2 yrs 3 mos
State Registrations1 state
MN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron T Burtzel - Financial Advisor | TrueAdvisor