Aaron Bischoff

CFP

Edward Jones

7 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Edward Jones

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

22592 advisors

Number of Clients

3,743,795 clients

Average Client Portfolio

$220K average

Assets Under Management

$825.0B

Fee Structure

Minimum Investment:$5K

Financial Planning:Investment management only

Location

200 Front Street Suite 2B, Beaver Dam, WI, 53916

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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.

Employment History

Current Registrations

Edward Jones

May 2021 - Present · 4 yrs 9 mos

Edward JonesBroker

May 2021 - Present · 4 yrs 9 mos

Previous Registrations

Mwa Financial Services, INC.

February 2020 - June 2021 · 1 yr 4 mos

Mwa Financial Services INC.Broker

March 2018 - June 2021 · 3 yrs 3 mos

State Registrations17 states

AZCACOCTFLIAILINKYMAMIMNMTNDOHTXWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.