Aaron Buchholz (CRD# 4053378) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Aberdeen, SD and has over 23 years of experience in the finance industry.
CRD# 5801352
Lpl Financial LLC
CRD# 4965531
Ameriprise Financial Services, LLC
CRD# 5983785
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Fargo, ND | Oct 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2000 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2006 |
- ND
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Total Assets Under Management15,875MILLIONS
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Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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