Aaron Spielbauer, financial advisor Appleton WI

Aaron Spielbauer

CRD Number: 6106193
Current Firm: Primerica Advisors

Aaron Spielbauer (CRD# 6106193) is an Investment Advisor Representative working at Primerica Advisors in Appleton, WI and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Appleton, WI Oct 2012 - Current 11
Primerica Financial Services Appleton, WI Apr 2011 - Current 12
Everts & Associates Appleton, WI Sep 2021 - May 2023 1
St. Mary Middle School Neenah, WI Jul 2020 - Jun 2021 < 1
Ornua Ingredients North America Hilbert, WI Jul 2018 - Aug 2018 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2013
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Aaron Spielbauer
Phone Number: 833-786-0550
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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